Reach your goals – your way

In three easy steps you’ll be well on your way to achieving your goal.

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SAVINGS VALUE*
€{{ totalAmount/1000 }}K
€1K
€500K
STARTING AMOUNT*
€{{ startingAmount/1000 }}K
€0
€20K
MONTHLY CONTRIBUTION*
€{{ monthlyContribution | round(0)}}
€100
€10K
TARGET DATE *
 
INTEREST RATE*
{{ interestRate }}%
CONSERVATIVE BALANCED DYNAMIC
2%
20%
BY CONTRIBUTING
{{monthlyContribution | round }}/MONTH
YOU WILL REACH YOUR {{ selectedGoal }} GOAL BY
{{ targetDate | moment("D MMMM YYYY") }}
TOTAL AMOUNT SAVED WILL BE
{{ totalAmount | money }}

Calculator Rationale This goal calculator aims to determine the monthly contributions per month needed the reach a desired target amount. You can choose a desired target value or a specific target date. Calculations are based on an initial amount and a specified interest rate for monthly compounding.

  • The target result is the monthly amount to be invested for the specific amount and target date.
  • Interest rate is assumed to be compounded monthly at the end of the month.
  • Deposits are assumed to be made at the beginning of the month.
  • The calculations do not include transactions fees, taxes or inflation considerations.
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MONTHLY INVESTMENT PLAN

Use the planner to grow your savings by calculating the final amount you will reach when depositing funds regularly.

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GOAL PLANNER

Whether you have a target amount or specific date by when to save, the planner can help you achieve your financial objectives.

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BUDGET PLANNER

Plan your budget according to your objectives be it saving for retirement or purchasing a new boat and calculate the monthly contributions needed.

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For more information you can contact one of our investment advisors

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