"To become financially free you must be disciplined. The financial instrument is secondary" - IFAA
"To become financially free you must be disciplined. The financial instrument is secondary" - IFAA
| Current Investments | |
|---|---|
| Bank Account Balance | R |
| Retirement / Pension | R |
| Endowment Policies | R |
| Unit Trust / Shares | R |
| Other | R |
| Total | R |
| Withdrawal rate | 4% |
| Monthly income from investment | R |
| Yearly income from investment | R |
| Current Expenses | |
|---|---|
| Monthly | R |
| Yearly | R |
| Ages | |
|---|---|
| Age Now | Y |
| Early Retirement Age | Y |
| Amount needed to retire early | R |
| New investments | |
|---|---|
| Return Rate | % |
| Monthly Investment | R |
| Lump Sum Investment | R |
| Yearly Additional Investment | R |