Retirement Calculator

Answer a few questions regarding your current and future financial situation to receive a detailed retirement forecast.

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Retirement Calculator

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Are you retired?

What is your age?

50

At what age would you like to retire?

65

What is your current monthly income?

R55,000

What percentage of your current income will you require at retirement?

50%
R35000

How much have you already saved for retirement?

R1,000,000

How much can you contribute per month?

R5000

By how much can you increase your monthly contributions per year?

10%

You’re done!

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Your Basic Retirement Calculation

Your retirement savings are projected to last until the age of 90

Age
Your current retirement projection.
Your retirement age.

Assumptions:
- Pre-retirement return on investment of 12% p.a.
- Post-retirement return on investment of 10% p.a.
- Inflation of 6% p.a. on income

Advanced Financial Planning

  • Retirement Planning
  • Income Projections
  • Tax-efficiency
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Portfolio Analysis

  • Tax structuring
  • Risk assessment
  • Offshore exposure
START HERE
You have used up all your calculations, speak to one of our client portfolio managers to assist you with your financial plan.

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What we do

Financial Planning

  • Lifestyle financial planning that’s tailor-made for you
  • Regular reviews of your financial plan at least annually
  • Transitioning from employment income to investment income
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  • Ongoing portfolio management
  • Quarterly review meetings
  • Recommended portfolio adjustments and opportunity discussions
  • Offshore portfolio management and structuring

Estate Planning

  • Legacy planning for loved ones
  • Wrapping of offshore assets
  • Assessing beneficiary nominations
  • Drafting of wills
  • Drafting of last expenses report
  • Estate liquidity calculations

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The Best Investment Decision I ever Made

From the time I first connected with Investonline many years ago, the feel-good element was present. Professional, friendly, and proactive advice and suggestions, have always been provided in the best interests of the client. I continue to be very happy with all interactions with Investonline, from my designated Financial Planner, to whoever else might be on the end of a telephone call or e-mail.

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Understanding the Client's Needs

Great to deal with a company who went out of their way to understand my specific needs and to explain their reasons for suggesting alternative investments to what I initially was considering. Admin and contact with Investonline has been excellent so far.

Lindsay Bassett
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First time investor

As a complete stranger to investing large sums of money, the team at Ivestonline where unbelievably professional and my portfolio was created without a glitch. I am super confident of a long and prosperous relationship.

Cobus Nolte
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Thank you once again for your excellent service

Thank you once again for your excellent service Stuart. You are always there for us when necessary and we really appreciate your friendly and honest approach and very professional assistance. We look forward to a long and mutual relationship with you and Investonline.

Richard & Claire, Knysna.

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