Inflation rate guidance for different goods and services:

  • 2% - target long-term inflation
  • 4% - housing
  • 5% - healthcare
  • 6% - education at top universities
  • 7% - luxury goods and services

Your financial future
ā€” in numbers

Future-proofing your
financial health

This calculator will help you predict your future financial needs ā€” whether you are planning for retirement, your childā€™s education or a large expense, start by defining its expected annual cost, start and end date, with a realistic inflation rate.

An investment plan
designed for you

Depending on your expected returns, which is intricately linked to the duration, volatility, and liquidity you can manage, an investment plan is formulated for you with an initial and monthly recurring investment to achieve your desired spending needs.

The appropriate asset
allocation for all risk levels

The Endowus app will help you design, access, monitor, rebalance, and optimise evidence-based investment plans so you stay on track towards your wealth goals ā€” and if you need more guidance, our client advisors are available to help.

Future-proofing your
financial health

This calculator will help you predict your future financial needs ā€” whether you are planning for retirement, your childā€™s education or a large expense, start by defining its expected annual cost, start and end date, with a realistic inflation rate.

An investment plan
designed for you

Depending on your expected returns, which is intricately linked to the duration, volatility, and liquidity you can manage, an investment plan is formulated for you with an initial and monthly recurring investment to achieve your desired spending needs.

The appropriate asset
allocation for all risk levels

The Endowus app will help you design, access, monitor, rebalance, and optimise evidence-based investment plans so you stay on track towards your wealth goals ā€” and if you need more guidance, our client advisors are available to help.

Generate an investment plan for your future spending needs

Estimated to take 3 minutes
Endowus Investment Plan Calculator

1

I am planning for a future spending need that is of $ (in todayā€™s money)

2

3

I expect this spending will need to account for an inflation rate of %  info

4

I expect my investment portfolio to generate an annualised return of %  info

5

I expect to start investing towards this goal in

6

I am able to make an initial investment of $

Calculate

Choose from expert advised portfolios that align with your needs

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investment plan.

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