Upgrades to the Savings Simulator
Upgrades to the Savings Simulator
Our Savings Simulator – which allows investors to compare investment strategies – has been improved.
You can now save and email simulations, view calculation details, select different rates for different time periods and more. Test drive it here.
The Savings Simulator allows investors to enter a savings target and time frame, and see how different investment options can accelerate the time to reach a savings goal.
A number of our advisers requested new capabilities and updates to the Leveraged Savings Simulator – so here is version 2.0.
The Savings Simulator now features the following upgrades:
- Ability to view the details of the calculation
- Ability to select different rates for particular years in your simulation
- Ability to save your/your client’s simulation, email it and revisit the simulation at a later date/time
- Ability to enter a negative capital growth to simulate market disruption/financial crisis
- Ability to export your detailed calculation to excel for further analysis
Check out the new and improved Leveraged Saving Simulator here.
Things you should know
Gearing involves risk. It can magnify your returns; however, it may also magnify your losses. Issued by Leveraged Equities Limited (ABN 26 051 629 282 AFSL 360118) as Lender and as a subsidiary of Bendigo and Adelaide Bank Limited (ABN 11 068 049 178 AFSL 237879). Information is general advice only and does not take into account your personal objectives, financial situation or needs. The views of the author may not represent the views of the broader Bendigo and Adelaide Bank Group of companies (“the Group”). This information must not be relied upon as a substitute for financial planning, legal, tax or other professional advice. You should consider whether or not the product is appropriate for you, read the relevant PDS and product guide available at www.leveraged.com.au, and consider seeking professional investment advice. Not suitable for a self-managed superannuation fund.
Examples are for illustration only and are not intended as recommendations and may not reflect actual outcomes. Past performance is not an indication of future performance. The information provided in this document has not been verified and may be subject to change. It is given in good faith and has been derived from sources believed to be accurate. Accordingly no representation or warranty, express or implied is made as to the fairness, accuracy, completeness or correction of the information and opinions contained in this article. To the maximum extent permitted by law, no entity in the Group, its agents or officers shall be liable for any loss or damage arising from the reliance upon, or use of the information contained in this article.
