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Retirement Planner template for South Africans
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Retirement Planner template for South Africans

Digital product
New 2 were available
Indicative market price: R500.00
R50.00 minimum increment
R51.00
R300.00
40% off
Shipping
This is a digital product (eg. voucher, product license, service, etc.) and does not require shipping. The seller will be in contact to deliver this product to you electronically.
The seller has indicated that they will usually have this item ready to ship within 3 business days. Shipping time depends on your delivery address. The most accurate delivery time will be calculated at checkout, but in general, the following shipping times apply:
 
Standard Delivery
Main centres:  1-3 business days
Regional areas: 3-4 business days
Remote areas: 3-5 business days
Seller
The Finance Guy(Blacklisted)
100.00 % Positive ratings
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Product details

Discreet item
Condition
New
Location
South Africa
Accessory Type
Other
Brand
Other
Bob Shop ID
592784363

Comprehensive retirement planning template built by a CFP Professional® 

 Youtube channel: Financial Templates by Sean

Enter your retirement goals (date of birth, desired age of retirement, and desired retirement income in today's terms)

Enter your current provisions in compulsory (retirement funds) and voluntary funds (non-voluntary) and it will automatically break it down in present and future terms. 

Refer to the graphs to see how long your current provisions will last at your date of retirement based on your retirement goals.

Based on the recommendations, you can make adjustments to the retirement plan and make informed decisions to reinvest tax rebates, invest further money into existing investments or invest into a new vehicle. 

An email will be sent with a link to a folder to download the template and watch a tutorial video of how the template can be used. 


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