YOU CAN BE RICH TOO WITH GOAL BASED INVESTING - CALCULATORS
Goal Planner
Visual Goal Planner Asset Allocation
Visual Goal Planner Asset Allocation
Note: Fields in yellow are mandatory
Current Cost
Lumpsum Investment
Monthly Investment
Inflation (%)
Average
Annual
Return* (%)
Average
Annual
Return* (%)
%
%
%
*post tax
Years it would take to achieve goal (approx.)
{{ vgp.lumpsum_index }}
{{ vgp.monthly_index }}
Lumpsum Investment
Monthly Investment
Note: Notice when the lump sum or monthly investment curves intersect with the 'cost' curve. The no of years it takes to intersect the cost curve is the no of years it would take to achieve the goal (approx.)
Use this sheet to understand the impact of inflation
1. a higher return and
2. adequate investment for long enough periods
Hover mouse over graph to see data labels.
Date
Cost
Lumpsum
Investment
Monthly
Investment
{{ d.date }}
{{ d.cost }}
{{ d.lumpsum }}
{{ d.monthly }}
{{ d.diff }}
{{ d.inv_diff }}
{{ d.min_inv_diff }}
{{ d.cost_diff }}
{{ d.min_cost_diff }}