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[Objectives]
[Strategy]
[Comments]
Results are displayed in Present Value.
Asset | Value at Start of Plan | Value at Start of Retirement | Value at End of Plan |
---|---|---|---|
Transaction (Bank) Account | [startPlan] | [startRetirement] | [endPlan] |
[name] | [startPlan] | [startRetirement] | [endPlan] |
[startPlan] | [startRetirement] | [endPlan] | |
[name] | $0 | $0 | $0 |
[startPlan] | [startRetirement] | [endPlan] | |
[name] | $0 | $0 | $0 |
Results are displayed in Present Value.
Debt | Value at Start of Plan | Value at Start of Retirement | Value at End of Plan |
---|---|---|---|
[name] | [startPlan] | [startRetirement] | [endPlan] |
[name] | [startPlan] | [startRetirement] | [endPlan] |
Final outcome of your Savings Plan in Present Value
At the end of your {phaseYear} year savings plan, you will be {age} () and {age} () years old.
It is estimated that, in Net Present Value, your home will be worth , your investments will be worth and your retirement funds will be worth .
Your investments will be yielding a Real (After Inflation) Return of .
Final outcome of your Retirement Plan in Present Value
At the end of your year retirement plan, you will be () and () years old.
It is estimated that, in Net Present Value, your home will be worth , your investments will be worth and your retirement funds will be worth .
Your investments will be yielding a Real (After Inflation) Return of .
This information should be read in conjunction with the detailed Insurance Needs Evaluation Report. This summary shows the results for the first three years of your plan. The results are displayed in Future Value.
Item | Status | Year [x] | |
---|---|---|---|
Total Expenses |
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Your plan has annual expenses of: | [$xx] |
Investment Income |
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Your plan has annual investment income of: | [$xx] |
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Income less Expenses: | [$xx] |
Item | Status | Year [x] | |
---|---|---|---|
Liquid Assets |
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Your plan has liquid assets of: | [$xx] |
Item | Status | Year [x] | |
---|---|---|---|
Life |
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Your plan has no life insurance. | [$xx] |
Total & Permanent Disability |
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Your plan has no total & permanent disability insurance. | [$xx] |
Trauma |
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Your plan has no trauma insurance. | [$xx] |
Income Protection |
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Your plan has no income protection insurance. | [$xx] |
Item | Status | Year [x] | |
---|---|---|---|
Life |
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Your plan has no life insurance. | [$xx] |
Total & Permanent Disability |
![]() ![]() |
Your plan has no total & permanent disability insurance. | [$xx] |
Trauma |
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Your plan has no trauma insurance. | [$xx] |
Income Protection |
![]() ![]() |
Your plan has no income protection insurance. | [$xx] |
Signed,
[Partner 1] | [Partner 2] | Date |
[Adviser]
[Tenant] |
Date |