Securities Research Company's - Financial Planning

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%