Man looking at his phone

TELL US ABOUT YOURSELF:

years old
years old
years

YOUR INCOME DETAILS:

Current salary income  
HK$
Annuity plan 
HK$
years old
years old

YOUR INVESTMENTS AND SAVINGS:

Pension contributions (e.g. MPF/ORSO contributions)
HK$
 
dollars
Investment/saving vehicle 1 
HK$
dollars
Investment/saving vehicle 2 
HK$
dollars

YOUR RETIREMENT EXPENSE DETAILS:

HK$
HK$
HK$
HK$
HK$
HK$

YOUR EXPECTED RATE OF INVESTMENT RETURN AND INFLATION PER ANNUM:

%
%
%
 
%
 
%
Ribbon
75%
of your goal
has been met

Your retirement savings goal:
$1,743,721

Your projected savings:
$1,166,484

Information: You still need to save:You have a surplus of:
$577,237

You've got some more savings to do. You are recommended to make more contributions on your retirement savings or invest/save more via other vehicles in order to reach your retirement savings goal.You’re almost there! You are recommended to make more contributions on your retirement savings or invest/save more via other vehicles in order to reach your retirement savings goal. Your savings are right on track! Looks like you are on track to reach your retirement savings goal.
Find ways to save more - please contact us.

EXPLORE YOUR RETIREMENT SAVINGS:

Retirement savings comparison
Your retirement savings goal: $2,775,597

Congratulations! You’ve reached your retirement savings goal and have a surplus of $X.

Changing your pension contribution (e.g. MPF/ORSO contributions) to $600/month , and investment/saving vehicle 1 to $200/month, and investment/saving vehicle 2 to $0/month, and desired retirement age to X years old, and expected total monthly retirement expenses to $32,000 /month will adjust your total retirement savings to $683,587 with a surplus of $X with a shortfall of $X .

Expected years of retirement: 25 years

YOUR NEXT STEPS:

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