V3.0

FinanceFit4Kids — Retirement Capital Required Calculator

Calculator 3.0: desired retirement income → capital required at retirement

Client & Timeline

Client name & surname Date of birth Start date (investment anniversary)

Start date defaults to today and remains editable.

Age at retirement End age (final valuation shown) Inflation % (annual) Escalation rate % (annual) End value (if any) Extra platform/advice fees (% p.a.)

Currency

Choose currency

Custom symbol

Desired Income

Desired income 100% — today’s value Desired income 100% — inflation accounted

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Replacement ratio 75% — today’s value

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Replacement ratio 75% — inflation accounted

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Annual investment return after investment fees %

Extra platform/advice fees above are deducted as a separate annual drag.

75% is calculated automatically from the 100% desired income. Inflation calculates the retirement capital needed; escalation applies only to savings contributions.

Existing / Future Lump Sums

Use the date field for current savings or future lump sums. Each lump sum is time-valued from its selected date to retirement.

V1.1

with graph

without graph

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