What are your retirement & legacy goals?

Share with us your desired retirement age and the amount you would want to leave for your loved ones.

Group3
I’m years old now and want to
Enter Valid Age.
retire at years old.
This field is required.
I want my retirement fund to last years.
This field is required.
I want to leave behind
to my loved ones.
This Field is required.

How much assets do you have right now?

Your assets will grow in value over time and will contribute significantly to your retirement and legacy goals.

Group2
Please select at least One checkbox.
-
This Field is required
This Field is required
-
This Field is required
This Field is required
-
This Field is required
This Field is required
-
This Field is required
This Field is required
-
This Field is required
This Field is required
Disclaimer: Growth rates shown are average and may be adjusted as needed to reflect a more accurate rate based on your own research and personal circumstances.

How much will your monthly expenses be after retirement?

Here is a simple breakdown of basic living expenses. You can input your estimated monthly living costs upon retirement.

Group1
Note: The annual average inflation rate in Malaysia is 2.1%.
Group36
Housing
Loan Repayment / Rental
This Field is required
Maintenance / Insurance
This Field is required
Group78
Transportation
Car Loan Repayment
This Field is required
Maintenance (Petrol & Insurance)
This Field is required
Public Transportation
This Field is required
Group117
Living Expenses
Groceries / Dining
This Field is required
Entertainment / Shopping
This Field is required
Utilities / Telecommunications
This Field is required
sunlife-option
Others
Child /Dependant Support
This Field is required
Health Insurance / Takaful
This Field is required
Life Insurance / Takaful
This Field is required
Others
This Field is required

Your Results

Every bit of your contribution matters as it would help towards achieving your retirement and legacy goals.

ste4Img

Summary

Target Retirement Age
Current Age
Retirement Fund To Last
Total Retirement Fund Needed
Target Legacy Amount
Total Fund Needed
Total Asset
RM
You need to save per month
RM
Disclaimer: In order to provide a result that is accurate to each calculation, a few default values and assumptions have been set. 1. All your assets will be liquidated upon retirement. 2. You do not have any new income stream after retirement. 3. Total Retirement Fund Needed refers to the monthly expenses input under Step 3 x 12 x number of years the fund is to last.
This Calculator should be used as a guide and not as a guarantee of meeting your goal or intended to provide investment advice. Please consult our Advisor and let us guide you through your financial planning journey .