My Wealth Projector
For Loo Family
i.
Timeline
Current Age
Project to Age
Reinvest Stock Dividends?
ON
ii.
Asset Classes
Asset Starting Balance Annual Addition Annual Return
Real Estate
Property
$
$
%
Cash
Cash – Savings Account
$
$
%
Cash
Fixed Deposit / Bonds
$
$
%
CPF
CPF – Ordinary Account (OA)
$
$
2.5%
CPF
CPF – Special / Retirement Account (SA/RA)
$
$
4.0%
CPF
CPF – MediSave Account (MA)
$
$
4.0%
Equities
Stocks – Dividend
$
$
Growth%
Dividend%
Equities
Stocks – Growth
$
$
Growth%
Dividend%
Tax-Advantaged
SRS – Supplementary Retirement Scheme
$
$
%
Total Starting Wealth $1,260,000

CPF interest rates are set by law — displayed as x.x% read-only. The SRS annual cap of $15,300 is enforced automatically.

AT AGE 65
your household wealth is projected to be
S$
Over 20 years · Age 45 → 65
iii.
How Your Wealth Grows

Each asset class follows a simple compounding rule. Below, see exactly how your numbers grow asset by asset, in plain English.

iv.
Wealth Over Time
v.
Year-by-Year Projection
Age Property Cash Savings FD / Bonds CPF-OA CPF-SA/RA CPF-MA Stocks Div Stocks Growth SRS Total