STEP 1 of 3

Investor's Name


Please enter investor's name

Financial Advisor's Name


Please enter financial advisor's name

Company Name


Please enter company name
Initial Advice Fee (excl. VAT)  
Please enter initial advice fee
Annual Advice Fee (excl. VAT)  
Please enter annual advice fee

STEP 2 of 3

Date of Birth (dd/mm/yyyy)


Please enter date of birth You need to be 40 years old or above to continue

Total Retirement Savings


Please enter total retirement savings

Monthly Income Required


Please enter what is your required monthly income Required monthly income cannot be less than the regulated 0.5% draw-down rate Required monthly income cannot be greater than the regulated 20% draw-down rate

STEP 3 of 3

Choose Inflation Rate  
Please choose inflation rate
Choose Expected Return  
Please choose expected return
Indicate Life Expectancy (In Years)   Years
Please indicate life expectancy