Circulus
Investment Modelling
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Client
— Select a contact —
Age
Age now
Retirement age
KiwiSaver
Balance
$
Weekly contribution
$
Growth rate
%
Existing Inv. Property
Current value
$
Existing debt
$
Growth rate
%
New Inv. Property
Purchase price
$
Growth rate
%
100% loan + $20k costs assumed. Equity builds as value grows above $620,000 debt.
Shares / Managed Funds
Current value
$
Growth rate
%
Other Assets
Current value
$
Growth rate
%
Portfolio Projection
25 years · retirement at 65
KiwiSaver
New Property
Exist. Property
Shares
Other
At Retirement (age 65)
$4,214,641
~$168,586/yr at 4% drawdown
KiwiSaver
$600k
14%
New Property
$1.41M
33%
Exist. Property
$1.97M
47%
Shares
$205k
5%
Other
$27k
1%
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