Envestpro and Liberty investment Tools

Retirement calculator

 

The retirement calculator makes it easy for you to work out how much you need to invest now in order to have the retirement you want.

Entering your desired income: This section tells the system your requirements for retirement, so it can work out how much you need to save.

Fill in your requirements:

  • Desired monthly income at retirement (remembering that this should be realistic and you should keep in mind that, hopefully, you would have paid off most of your debt before retirement).
  • The number of years until you retire(remember that age 55 is the legal minimum age).
  • Income required for how many years?

Enter your existing provisions:

If you have already started planning for your retirement, you can tell the system your existing provisions so that it can factor this into the calculation.

*If you are uncertain what to present value of your savings for Retirement are, contact us and one of our consultants will advise you.

Calculate required saving.

Education Calculator

This education calculator shows how much the annual cost of education will be in the future based on inflation and your calculator entries.

It shows if you will be able to afford that cost based on:

  • Years of education
  • Current education savings
  • Investment term
  • Return on investment
  • Number of months of saving

The education calculator also calculates variables in raising the funds in the time that you need it, including:

  • An increase of the lump sum needed
  • An increase of the recurring premium

Claims Explorer

Did you know that people claim for different things throughout their lives?

Is your cover flexible to adjust to your needs?

See what customers like you have claimed for using this calculator.

Investment Calculator

This education calculator shows how much the annual cost of education will be in the future based on inflation and your calculator entries.

It shows if you will be able to afford that cost based on:

  • Years of education
  • Current education savings
  • Investment term
  • Return on investment
  • Number of months of saving

The education calculator also calculates variables in raising the funds in the time that you need it, including:

  • An increase of the lump sum needed
  • An increase of the recurring premium

Investment Offerings

Investment offerings for the individual from Liberty.

Protection:
Let us help protect you and your family from the financial impact of life’s unexpected events such as death, disability and critical illness.

Investment:
At Liberty, we offer investment solutions that can help you, as an individual, reach your investment goals.