Projection & Modelling Suite
Model all assets, liabilities and superannuation with retirement outcomes in one unified view.
01. Client Settings
Core client data used across all projections.
02. Income & Expenses
Income, tax assumptions and personal living expenses.
Income & Tax
Living Expenses
03. Superannuation
Manage multiple super funds across accumulation, TRIS and pension phases.
04. Property Assets
Enter each property, its type and its growth / rental assumptions.
05. Investments
Enter investment portfolios, ETFs, managed funds or other investment assets.
06. Cash Accounts
Enter all personal and investment cash holdings.
07. Loans & Liabilities
Enter debts such as home loans, investment loans, HECS, car loans or margin loans.
08. Results – Unified Projection Output
This section summarises cashflow, super, assets, liabilities and retirement outcomes.
Projection Summary
Run the projection to see final values.
Projection Matrix
All items (rows) across the projection years (columns).