PORTFOLIO CALCULATOR

Plan your financial future with precision

Time Period

Start Year

End Year

Income Streams

€ /year

+ % annual growth

Expense Streams

€ /year

+ % annual growth

Growth Settings

Asset Growth Rate

with Portfolio Planning

€2,493/month

Asset Growth Rate: 7%

without Portfolio Planning

€5,740/month

3 income streams untapped

€24,500 in potential tax savings

Asset Distribution

€840K

Total Net Worth 2075

€1.2M

Lifetime Income

€360K

Lifetime Expenses

Savings Distribution

2015-2075

Stocks 40%

Real Estate 30%

Bonds 20%

Cash 10%

*Estimated figures based on provided income streams, expenses, and asset growth projections

PORTFOLIO CALCULATOR

See how much you can save

How many employees?

272

In how many countries?

What benefits do you offer?

Health Insurance

Retirement

Education

Housing

Transportation

Advanced Options

Average Salary (€)

Admin hours per month

Broker fees (%)

with Portfolio Planning

€2493 /month

Cost of service

without Portfolio Planning

€5740 /month

HR/Finance employees involved

2.70

hours spent per month administering

*Estimated figures based on average salary, hours per month spent on admin and broker fees