Regular savings calculator
Is your client saving for a specific item or event in the future, such as a second home, a wedding, to pay off a mortgage or for university fees for their children? Or are they putting money aside for a secure financial future?
Step 1. Choose a currency
Currency:
Sterling
US Dollar
Euro
Hong Kong Dollar
Step 3 . In how many years time will they need the money?
Years:
1 year
2 years
3 years
4 years
5 years
6 years
7 years
8 years
9 years
10 years
11 years
12 years
13 years
14 years
15 years
16 years
17 years
18 years
19 years
20 years
21 years
22 years
23 years
24 years
25 years
Step 4. Please estimate the yearly growth you expect investments to achieve.
Growth rate you expect:
1%
2%
3%
4%
5%
6%
7%
8%
9%
Please note: This will depend on how your client’s money is invested and the growth it achieves after tax and product charges. The growth rate may vary during the period of investment, but for the purposes of this calculator we have assumed a constant rate throughout.