Visual Goal Planner Calculator

Visual Goal Planner Calculator

Savings Target Lumpsum Investment Monthly Investment
Inflation (%) Average Annual Return (post tax) (%) Average Annual Return (post tax) (%)
Years it would take to achieve goal (approx.) {{ vgp.lumpsum_index }} {{ vgp.monthly_index }}
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 }}

Disclaimer:
Please note that these calculators are for illustrations only and do not represent actual returns.
Stock Market does not have a fixed rate of return and it is not possible to predict the rate of return.