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Personal Financial Planner

To calculate your investment needs for your retirement.

Current age  
Expected retirement age  
How many years do you expect to enjoy your retirement lifestyle  
Expected monthly expense after retirement in HKD today  
Current savings set aside for retirement  
Current monthly retirement savings  
Expected annual investment return before retirement  
Expected annual investment return after retirement  
Inflation rate  

Your Investment Needs

Estimated future cost of monthly expenses at age  
(in today's money )
Total lump sum required at age  
(in today's money )
Regular monthly saving required ($)  
Monthly savings gain/shortfall  
  • The above calculator is based on certain assumptions including hypothetical data input by the user. It does not take into account individual needs or circumstances. The results generated by the Calculator are for reference only.

The information contained in this website is provided for reference only and does not constitute any investment advice.  Investors are advised to seek independent advice before making any investment decision.

Schroder Investment Management (Hong Kong) Limited is regulated by the Securities and Futures Commission of Hong Kong and the funds mentioned herein have been authorised for purchase in Hong Kong by the Securities and Futures Commission ("SFC"); but such authorisation does not imply official recommendation. The information in this website has not been reviewed by the SFC. Non-Hong Kong residents are responsible for observing all applicable laws and regulations of their relevant jurisdictions before proceeding to access the information contained herein. 

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