Investment planner
A tool for people starting out. Four steps: check your cushion and expensive debt, project capital and contributions, see what a market fall would leave, and review what to look at in any product. It does not recommend funds or portfolios: it explains scenarios using your numbers.
- Emergency cushion and the real cost of expensive debt.
- Projection with three editable return assumptions.
- What would be left after falls of 20, 35 and 50 per cent.
- The gap between a 0.2% and a 1.5% annual fee.