This calculator will calculate either a set specific sum required for a future date or a final investment value based on a set monthly savings amount.

• Future value. i.e. the specific amount you need – say in 5 years. The Result will indicate what you need to invest monthly in order to have this approximate amount in 5 years.
• Monthly Premium. i.e. if you invest a set amount monthly – the result will indicate the amount that could be saved in 5 years. Depending on portfolio investment returns.

These calculations are illustrative and do not constitute a guarantee. The actual returns on any investment will always depend on the investment portfolio. Please contact our Investment Advisory services and meet with one of our specialist investment consultants, as there are many factors to take into account in order to achieve the best investment returns. Personal service guaranteed.

• NB. Only fill in one field, either Future Value or Monthly Premium.
• Term = the number of years you wish to save over.
• Annual increase = the % increase of your yearly premium increase i.e. 5%, 10% ro 15%.
• Investment Returns = the possible return on your investment over the selected term. Be conservative. Possibly select 10% (this is not a guarantee).
• Payment Frequency = select your type of payment option. Monthly. bi-annual, quarterly, or yearly.