Securities Research
Home Market Analysis International Investor Online Share Selection Individually Managed Portfolio Free Advice About Us Subscribe to Our Services Access Your Account
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%

© 1997-2014 Securities Research Company Limited.