One Page Retirement Analysis

Welcome to the Logiro retirement calculator. The information provided below has been designed to provide you with a simple calculation on the level of retirement assets that you will require to fund your defined retirement income. Please note that this is a simple illustration and is not designed to be a recommendation for your personal financial strategy. It is therefore recommended that you contact a Logiro Strategist to formalise your personal retirement strategy.

Please answer the questions below and use your TAB key to move to the next field.

First name:

Age now:

Preferred Retirement Age:

Years until Retirement:

Current Super:
Please enter the current balance of your 
superannuation funds.

Current Investments:
Please enter the current balance of your 
investment funds (excluding super).

Current Properties:
Please enter the current value of any 
investment properties (excluding your home).

Gross Investments:
This is the total of the above amounts 
you have entered.

Current debt linked
to assets entered above:
(eg., debt on investment properties)

Net Investments:
This is your net investments after debt.

Retirement Objectives

The following questions are based on what you believe you will require in your retirement.

Preferred Retirement Income:
The income you would like to retire on in today's dollars.

Future Retirement Income:
This is your preferred retirement income in future 
dollars based on a CPI increase of 3% per annum.

Required Retirement Portfolio:
This is an estimate of the level of assets you will require 
based on your preferred retirement income and an annual 
portfolio return of 7% throughout your retirement.

Current Shortfall or Surplus:
This is the difference in assets between your current 
net assets and the required assets that we have 
projected for your retirement.

Annual Growth Required in Portfolio:

Would you like a Logiro Strategist to contact you?

Start your financial strategy now by completing an online Lifestyle Questionniare. Once your submit the Lifestyle Questionnaire, a Logiro Strategist will contact you to discuss your situation and objectives further.