Goal Progress Checker

1 What are you planning for?

Choose the closest match and we will shape the questions around it.

2 Tell us the basics

We only ask the questions needed for the goal you choose.

How many years from now do you need this money?

How much would this goal cost in today’s money?

3 Your current plan

Add what you already have and what you can realistically invest.

How much do you already have for this goal?

How much can you invest every month?

Do you expect your monthly investment to increase over time?

Any yearly top-up?

Expected growth before the goal starts (%)

Expected growth after the goal starts (%)

Shift to the safer return assumption in the final 3 years before the goal? When turned on, the calculator uses the safer return rate during the last 36 months before the goal starts.

Expected inflation (%)

Goal Stages