Consultation
Menu

March 2020

AgeBalance at sign upProjection beforeProjection afterDifference
59$295,321.65$592,687.13$788,795.43$196,108.30
54$342,298.38$578,059.44$1,069,100.95$491,041.51
54$80,064.24$96,576.90$100,249.96$3,673.06
54$237,881.94$565,491.30$620,578.56$55,087.26
52$217,379.72$360,816.28$495,980.72$135,164.44
52$84,840.86$224,528.75$282,139.62$57,610.87
52$53,886.47$120,372.60$150,025.33$29,652.73
52$443,887.41$514,612.36$738,330.06$223,717.70
51$100,991.06$421,701.98$716,383.45$294,681.47
50$48,281.57$183,750.30$216,065.69$32,315.39
49$138,971.00$386,953.97$570,994.62$184,040.65
49$117,346.01$273,597.47$605,536.99$331,939.52
49$63,970.12$100,169.61$245,557.36$145,387.75
49$57,131.95$100,288.90$218,493.72$118,204.82
49$104,704.48$473,972.27$627,205.77$153,233.50
48$232,975.66$952,677.61$1,451,151.08$498,473.47
47$173,617.12$1,011,896.97$2,210,677.64$1,198,780.67
47$204,886.40$524,971.02$1,599,784.48$1,074,813.46
47$64,519.34$363,261.22$506,328.35$143,067.13
47$91,654.32$357,228.53$538,117.17$180,888.64
46$60,133.85$359,995.44$507,200.35$147,204.91
46$83,980.58$852,624.52$1,106,649.00$254,024.48
46$162,819.24$566,086.03$1,216,830.75$650,744.72
46$68,117.21$347,498.72$444,904.52$97,405.80
46$42,869.06$276,152.33$611,034.35$334,882.02
45$36,614.34$201,239.42$599,708.92$398,469.50
45$68,119.47$284,475.77$1,450,481.73$1,166,005.96
45$77,186.42$208,612.42$545,507.11$336,894.69
45$111,103.56$473,919.97$812,508.14$338,588.17
45$179,314.35$782,065.32$1,437,755.86$655,690.54
45$87,930.37$358,252.39$492,780.03$134,527.64
44$47,843.52$327,129.83$875,425.22$548,295.39
44$63,700.88$282,872.10$726,510.33$443,638.23
44$119,050.22$331,314.31$777,254.38$445,940.07
44$112,908.68$319,357.65$744,133.22$424,775.57
44$31,253.00$443,988.76$797,526.78$353,538.02
43$49,059.73$374,002.29$679,717.18$305,714.89
42$62,945.99$302,424.60$791,829.08$489,404.48
42$145,992.11$826,400.51$1,826,309.23$999,908.72
42$127,713.66$467,784.30$884,942.19$417,157.89
42$76,290.33$698,368.00$1,890,577.83$1,192,209.83
42$96,998.59$611,535.93$1,101,904.52$490,368.59
42$50,665.37$225,378.57$261,450.80$36,072.23
41$74,438.08$503,204.47$1,206,031.94$702,827.47
41$331,904.46$1,786,038.87$3,006,075.81$1,220,036.94
41$156,786.76$598,853.69$1,373,636.23$774,782.54
41$78,770.15$522,513.24$1,474,977.96$952,464.72
41$41,720.24$571,423.64$1,746,284.25$1,174,860.61
41$49,020.21$450,955.49$1,219,301.54$768,346.05
40$260,554.27$1,301,664.84$2,782,750.00$1,481,085.16
40$47,829.88$295,222.58$1,228,308.47$933,085.89
40$73,752.00$857,143.26$2,316,637.01$1,459,493.75
40$69,182.21$402,103.90$1,813,602.26$1,411,498.36
40$44,567.45$56,008.55$546,661.30$490,652.75
40$41,897.68$336,956.80$468,487.61$131,530.81
39$135,232.49$1,787,814.48$4,345,447.95$2,557,633.47
39$46,862.43$235,963.41$680,372.56$444,409.15
38$72,620.69$523,264.89$956,109.53$432,844.64
38$110,179.83$180,155.86$540,823.12$360,667.26
37$91,615.28$1,059,802.44$2,003,877.51$944,075.07
37$64,085.81$743,129.83$2,499,633.62$1,756,503.79
37$67,893.00$378,388.23$499,501.64$121,113.41
36$98,284.00$781,691.60$2,015,879.29$1,234,187.69
36$83,488.00$568,295.00$1,620,078.00$1,051,783.00
35$109,695.00$660,156.49$3,214,249.09$2,554,092.60
35$95,116.00$711,792.20$2,143,163.16$1,431,370.96
35$58,828.30$512,122.04$2,568,721.24$2,056,599.20
35$65,120.33$435,685.16$1,064,946.85$629,261.69
34$87,406.22$1,785,803.88$5,840,103.32$4,054,299.44
34$98,309.67$804,526.70$4,778,763.00$3,974,236.30
34$60,813.46$411,437.56$1,134,081.65$722,644.09
33$60,232.00$574,863.00$2,834,457.91$2,259,594.91
33$38,244.83$822,605.14$2,595,280.00$1,772,674.86
33$64,800.26$486,592.98$1,685,882.64$1,199,289.66
33$111,145.31$693,907.07$2,187,861.75$1,493,954.68
32$74,513.19$408,954.59$639,301.63$230,347.04
32$81,947.37$1,036,017.20$5,301,803.22$4,265,786.02
32$50,242.01$168,400.19$1,662,998.29$1,494,598.10
32$74,919.09$1,153,674.17$2,312,622.29$1,158,948.12
32$29,165.40$215,824.07$332,659.34$116,835.27
31$56,400.00$349,508.23$1,775,698.93$1,426,190.70
31$77,575.06$1,750,973.34$2,873,974.77$1,123,001.43
31$31,780.94$109,307.36$492,806.15$383,498.79
30$81,428.00$856,152.71$1,717,427.40$861,274.69
29$31,765.21$531,669.24$3,639,035.18$3,107,365.94
29$82,343.14$487,072.15$3,726,756.48$3,239,684.33
29$44,651.40$665,888.65$3,639,967.02$2,974,078.37
29$43,175.68$654,755.26$1,698,497.47$1,043,742.21
26$30,941.14$950,930.81$4,230,728.45$3,279,797.64
Back to all results

We offer the highest levels of transparency by showing 100% of our results. For all customer data, please understand the following:

  1. Customer real name hidden for privacy.
  2. The data is based upon the exact circumstances of the customer and the investments of the customer at the time of signup.
  3. Signup refers to signing up with our partner financial advisers.
  4. The result is based upon five-year average returns of their former investment setup against the five-year average returns of their new investment setup as a result of the recommendations of our partner financial advisers, and those averages are used to project forward. Past performance is no guarantee of future performance, and no result can be guaranteed.

See What The Results Could Be For You

Your balance at retirement age is a number – let’s try to make it bigger.

Request Consultation
Consultation