Digital · instant
Wealth Planning Spreadsheet
One model covering net worth, cash flow, goals and retirement, with every assumption in one place.
Digital · instant delivery
BestsellerWork out what your retirement costs, what you are on track for, and what closes the gap.
5.0 / 5 from 1 verified review
Plus GST 18%
A retirement number on its own is not a plan. This workbook takes you through the three figures that matter together: what the retirement you actually want will cost in the year you stop working, what your current saving is projected to produce, and the monthly instalment that closes the difference.
It models withdrawals rising with inflation rather than staying flat — the assumption that makes most retirement projections look better than they are — and includes a drawdown sheet that shows the corpus year by year through a thirty-year retirement.
The inflation-indexed withdrawal changed my number
Every calculator I had used assumed a flat withdrawal. Running it properly moved my required corpus up by about a third, which was unwelcome but clearly correct.
Meera K. · 24 September 2026
Digital · instant
One model covering net worth, cash flow, goals and retirement, with every assumption in one place.