Goal Planning Calculator

The Goal Planning Calculator is designed to help assist you in determining the factors which you will need to consider in order to achieve a financial goal, whether your goal is for:

  • Retirement
  • Saving for your child’s education
  • Purchase a home
  • New car

The Calculator can help you determine the monthly savings or lump sum needed today in order to meet your future goal amount by calculating your estimated:

Goal amount
Annual inflation rate
Annual investment growth rate
Present savings to invest
Number of years until goal

When you click on the calculate button, both the additional lump sum and the monthly savings required to achieve your goal will be computed.

Additional lump sum required
Monthly savings required