Investing tool
PremiumProjected outcomes
Recommended accounts, ten years on.
Projects the accounts an SOA recommends, each with its own balance, expected return, fees and planned contributions, and shows where the client stands today against where they are expected to be at the horizon, per account and combined.
This tool feeds the SOA's projected outcomes section directly, so the numbers in the advice document and the numbers presented on screen are the same numbers.
What you see on screen
In the app this chart is live: every assumption is on screen, editable, and the projection moves as you change it.
Key inputs
- Each recommended account with balance, return, fees
- Planned contributions per account
- The projection horizon
What it reports
- Projected value per account and combined
- Growth versus contributions, separated
- The projection table formatted for the SOA
- Combined position today versus the horizon
Insights it surfaces
Alongside the numbers, the tool writes plain-language findings you can carry straight into the conversation. Example wording, from sample figures:
The combined position is projected to grow from $412,000 today to $890,000 in ten years, with $196,000 of that from planned contributions.
These projections flow straight into the Statement of Advice, so the document can never disagree with the modelling behind it.
Every tool, every time
Rates and thresholds come from the verified Australian rate set for the selected financial year. Every run can be saved as a scenario against the client, exported as a client-ready PDF or an Excel workbook with live formulas, and carried into an SOA or ROA. A methodology and audit PDF documents the calculation, and every output carries the compliance block.