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Financial Planning Calculator

Select the Type of Calculation you want to make, enter the current data then press the [Make Calculation] Button.

Find the Future Value of Current Investments:

  Current Value of Investment Portfolio (in $)
  Expected Rate of Return (%)
  Period the Portfolio will be left to grow in value (Years)
     

Find the Future Value of Regular Savings:

  Regular Savings per Year (in $)
  Expected Rate of Return (%)
  Period of Savings and over which Investments will grow in value (Years)
     

Find the Annual Savings Needed to Accumulate a Future Value:

  Final Portfolio Value Required (in $)
  Expected Rate of Return (%)
  Period of Savings and over which Investments will grow in value (Years)
     

With Current Investments, find the Annual Savings Needed to Accumulate a Future Value:

  Final Portfolio Value Required (in $)
  Current Value of Investment Portfolio (in $)
  Expected Rate of Return (%)
  Period of Savings and over which Investments will grow in value (Years)
     
Notes:
Suggest values for "Expected Rate of Return" would be:
Fixed Interest Investments: 5%
Balanced Portfolios (50% Fixed Interest, 50% Equities): 7.5%
Equity Portfolios (i.e. Property, Shares, International Shares): 10%

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