Savings calculator

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Financial details

Income details

Gross income$per

Savings details

Starting balance minus plus $

Regular savings$per

Number of years025 years

Investment details

Inflation rate 2%8% %

Expected net investment return p.a. 4%11% %

Inflation rate0%10% %

Account balance

Vary savings amount

OriginalNew

Frequency of paymentmonthlymonthly

Regular savings$999$

Vary inflation rate4.5%2%8% %

Vary net investment return4.5%4%11% %

New Inflation rate0%10%%

Total net savings in 5 years
(in today's dollars) $9,650$11,500

Summary of results

Starting balance$5,000

Increase in regular savings each year5.00%

Number of years5 years

Original amountsNew amounts

Expected inflation rate5.00%5.00%

Expected net investment return8.00%8.00%

Regular saving amount per month$50$100

Future gross balance (before fees) in today's dollars$9,650$11,650

Tax payable in today's dollars$9,650$11,650

Net balance (before fees) in today's dollars$9,650$11,650

Difference $0

In current dollar value

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About the calculator | Disclaimer

Assumptions

These calculations make no allowance for fees which means that the summarised savings amount shown will overstate the actual saving that would be produced.

Investment returns including distributions, investment earnings and undistributed growth compound at the same frequency that your regular savings are made.