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Long-term financial projection calculator
AFG Wealth · Private Use
Portfolio Parameters
Client Profile
Current Age
Plan to Age
Currency
USD ($)
GBP (£)
EUR (€)
ZAR (R)
MUR (₨)
Portfolio Value
Current Portfolio Value
$
Annual Contributions (optional)
$
Growth Rates
Base Growth Rate
%
Bear Case
%
Bull Case
%
Inflation Rate
%
Drawdown / Income
Drawdown Start
Immediately
At a specific age
No drawdown
Drawdown Start Age
Annual Income Withdrawal
$
Income Withdrawal Rate (alt input)
%
Inflation-adjust income annually
Calculate Projection →
Final Value (Base)
—
at plan end
Total Withdrawn
—
over plan period
Portfolio Depleted
—
base scenario
Real Value Today
—
inflation-adjusted final
Portfolio Projection
Bull
Base
Bear
Annual Breakdown
Year / Age
Opening Value
Growth
Contribution
Withdrawal
Closing (Base)
Closing (Bull)
Closing (Bear)
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Enter parameters and calculate