| RETIREMENT INCOME CALCULATOR | Amounts have been added as an example - please put in your own figures |
|---|---|
| What are your Needs, Wants and Desires in retirement and how much income do you need for these? | |
| Dollar amount per month for NEEDS | Enter Monthly Costs |
| Utilites (gas, electricity, phone etc) | |
| Electricity/Gas | $ |
| Phone/Internet | $ |
| Water | $ |
| Food | $ |
| Council rates | $ |
| Insurances | $ |
| Transport | $ |
| Health Care | $ |
| Dollar amount per month for WANTS | |
| New clothes | $ |
| Holidays | $ |
| Upgrade the car | $ |
| Entertainment | $ |
| Upgrade things in the home (furniture, whitegoods, | $ |
| Family (spoiling the grandkids) | $ |
| Donate to charity | $ |
| TOTAL PER MONTH FOR WANTS AND NEEDS (assuming you own your own home) | $ 4000.00 |
| TOTAL PER YEAR FOR WANTS AND NEEDS (assuming you own your own home) | $ 48000.00 |
| Lump Sum payment for DESIRES | |
| Caravan/big car to tow | $ |
| Business Class Holiday | $ |
| Helping kids/grandkids with house deposit | $ |
| Contributing to a cause you feel strongly about | $ |
| Bucket List | $ |
| TOTAL LUMP SUM FOR DESIRES | $ 325000.00 |
Retirement Calculator (Download in Excel)
Retirement Calculator (Download in Excel)
