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Wealth and Retirement Income Estimator

Investment Amount

$200,000

$0$5,000,000

This is the amount you invest today to generate monthly income and capital growth potential.

Cash Distribution Rate

0%16% p.a.

% p.a.

Used to estimate your monthly/annual income from the investment.

Projected Capital Uplift (recognised at Year 5)

50%

0%100%

Potential growth in your capital, realised at the end of the investment term i.e. 5-years.

5-Year Retirement-Income Projection

Investment Amount

$200,000

Cash (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.

Year-by-Year Snapshot (Income Focus)

Year	End Capital Value	Distributions (Annual Income)	Cumulative Distributions	Total Return vs Initial

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)

This Wealth and 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.