Retirement Planner template in Excel

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.