Calculator Example 45 year old

This Tutorial follows on from the previous example illustration of a family of 4 with parents around the age of 45 years old.

All of the details which were discussed in the previous example will now be implemented into the Planning Calculator to illustrate the ability to evaluate and provide answers and the opportunity to test alternative scenarios to arrive at a best case planning scenario for the families future prior to implementing an investment strategy.

Once again, it may be beneficial to have a pen and paper handy to make notes as we go through the example.​

 

If the next example is not relevant to you, you can skip those lessons by marking the lessons complete.

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