Approved Financial Planners — Client Tools

How much could I spend in retirement?

Estimates a sustainable annual spending level from a retirement balance, so the money lasts for a chosen number of years. Not a replacement for full advice modelling.

How much could I spend in retirement?

Estimates a sustainable annual spending level from a retirement balance, so the money lasts for a chosen number of years.

Retirement balance $900,000

Years the money needs to last 25

Expected investment return (% p.a.) 6.0%

Assumed inflation (% p.a.) 2.5%

Spending shown is in today's dollars and stays level in real terms across the period.

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Sustainable annual spending

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Roughly per month

This is a general illustration only and does not constitute personal financial advice. It does not account for the Age Pension, tax, aged care, sequencing risk or unplanned expenses. Figures are indicative estimates and are not guaranteed. Speak with your adviser before making any decisions.

Approved Financial Planners Pty Ltd — AFSL 536864. Before acting on any illustration, consider its appropriateness and speak with your adviser.