Client Profile & Objectives
Calculating
Summary
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Figures are modelled outputs based on the assumptions above, not a forecast, projection of actual results, or guarantee. Investment returns vary and may be negative; you may receive back less than you invest.
Success Rate Success Rate estimates how likely you are to achieve your financial goal based on your contributions, chosen investments, time horizon, and the range of possible market outcomes.
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Projected Wealth
Projected Wealth shows the estimated value of your investments at your target date based on your current plan.
The estimate considers different possible market conditions and represents a typical outcome. Your actual investment value may vary over time.
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Target Wealth
Target Wealth is the estimated amount you need to reach your goal by your target date.
Whether you are saving for retirement, education, a home, or another milestone, this amount reflects the funds expected to be needed when you plan to use them.
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Projected Wealth Path
The shaded band is the 5th–95th percentile of the 10,000 simulated scenarios. The mean path sits above the middle of that range because strong outcomes compound further than weak ones drag down.
Recommended Portfolio
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Ways to Improve Goal Achievement
Increase Contributions
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Step Up Contributions Yearly
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Extend Timeline
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Risk Profile
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Risk Profile Comparison — same Portfolio Type, projected wealth at goal
| Risk Profile | Alloc. Snapshot | Projected Wealth |
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