Retirement Income Estimator

Retirement Income Estimator
Investment Amount
$200,000
$0$5,000,000
This is the amount you invest today to generate monthly income.
Distribution Rate (income yield)
0%20% p.a.
% p.a.
Used to estimate your monthly/annual income from the investment.
Projected Capital Uplift (recognised at Year 5)
20%
0%70%
%
Potential growth in your capital, realised at the end of the 5-year term.
5-Year Retirement-Income Projection
Investment Amount
$200,000
Income Distributions over 5 years
$70,000
Capital Uplift (at Year 5)
$40,000
Estimated Monthly Income
$1,167
Estimated Annual Income
$14,000
Distribution Rate
7.0% p.a.
Investment Amount
$200,000
Income + Capital Uplift
$110,000
Projected Total Value (after 5 yrs)
$310,000
+55.0%
IRR (Internal Rate of Return)
—
p.a.
Exceed Capital vs Bank Savings / Term Deposits
  Exceed Capital Bank Savings / Term Deposits
Target higher cash returns P.A. ✓ ✕
Direct access to Investment Managers ✓ ✕
Diversified Income Streams ✓ ✕
Active Risk Management ✓ ✕
Transparent fees & reporting ✓ ✕
We invest alongside you ✓ ✕
*Target indicates objectives, not guarantees. Returns depend on market conditions and specific opportunities.
Exceed Capital's current average cash return is 8% P.A. and 20% IRR (Internal Rate of Return)
Year-by-Year Snapshot (Income Focus)
Year End Capital Value Distributions (Annual Income) Cumulative Distributions Total Return vs Initial

This Retirement Income Estimator is an illustrative tool and does not reflect or represent any Exceed Capital product, services, or offer. It shows indicative monthly and annual income you could receive based on your inputs.

It is not a forecast or personal advice. Consider obtaining advice from a licensed financial services provider before making financial decisions.

Assumptions: fixed 5-year term; distributions paid monthly (not reinvested); capital uplift recognised at Year 5.

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