Enter Client Information:
Please enter a valid date of birth.
Date of birth cannot be in the future.
Please enter the full name.
Retirement Goal Information:
R
Required field.
R
Required field.
Required field.
Retirement age must be greater than current age.
R
Required field.
R
Required field.
Required field. Max 20%.
R
Required field.
0%
Model Assumptions:
Required field. Max 20%.
Required field. Max 20%.
Required field. Max 20%.
Required field. Max 20%.
Required field. Max 20%.

Output Summary Table

  • Today’s Date: --
  • Future Investment Goal (YEAR Value): --
  • Income Goal at Retirement (YEAR Value):--

Input Assumptions Summary

  • Net Growth Rate (percentage): --
  • Your Current Age: --
  • Annual Costs for Investment Term: --

Payment Term

  • Date of Retirement: --
  • Retirement Year: --
  • Time to Retirement: --
  • Monthly Payments excl. whole years: --
  • Payment Code: --
  • Years Until Retirement: --

Retirement Goal Summary

Does the client meet their Retirement goals with their current starting premium?
NO
Initial Monthly Premium to Achieve Retirement Goal
R 0.00
Increase in Contribution
R 0.00

Investment Scenarios and Projected Outcomes Years and Months

Scenarios Initial Monthly Contribution New Portfolio Value at Retirement Existing Portfolio Value at Retirement Total Retirement Portfolio Value Portfolio Shortfall at Retirement Monthly Income Generated at Retirement Stage Goal Portfolio Value Goal Income Income Shortfall

Disclaimer


This Retirement Goal Analysis Tool is intended for use by authorised financial advisers to assist clients in retirement planning discussions. The results are for illustrative purposes only and do not constitute financial advice.

All calculations, forecasts, and retirement income projections are estimates and are not guaranteed. They are subject to change due to market fluctuations, legislative amendments, or changes in individual circumstances.

This tool is not a substitute for a comprehensive financial needs analysis or a formal retirement planning process and should be used in conjunction with professional advice tailored to the client's specific situation, goals, and risk profile. Any reliance placed on the tool's outputs is at the discretion of the user and/or the client.

Old Mutual (or the relevant provider) makes no representation or warranty, express or implied, as to the accuracy, completeness, or suitability of the information generated, and shall not be held liable for any loss or damage arising from its use.