Wealth Builder

To achieve your personal financial goals, start a disciplined savings plan today. The earlier you start, the better it is. This is because investment returns are compounded: you earn investment returns not only on your capital, but also on cumulative investment income. The effect of compounded returns increases when money is invested over the long-term.

Data Input

Savings Information Learn more Savings Information – Enter the market value of the assets you have accumulated and the amount you intend to save each month. The monthly savings will increase each year with the selected inflation rate.
Current Account Balance This field is required Value entered is not valid
Monthly Savings This field is required Value entered is not valid
Number of Years Invested Learn more Number of Years Invested - The number of years during which you will be contributing to your savings plan.	years
Select Assumed Annual Rate of Return Learn more Assumed Rate of Return – Amounts saved will earn the selected assumed rate of return each year until the end of the investment term.
Low Risk Tolerance - 3%
Moderate Risk Tolerance - 5%
High Risk Tolerance - 7%
Select Assumed Rate of Return: Value entered is not valid	% per year
Assumed Rate of Inflation Learn more Assumed Rate of Inflation – the amount of monthly contributions will increase each year by the assumed rate of inflation. Value entered is not valid	%

Results

Illustration of Possible Outcome of Wealth Building Plan

This chart illustrates how your assets may accumulate over time based on the selected assumed rate of return. You will also find below the split between capital deposits and expected investment income, and a cash flow table.