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SAVINGS & INVESTMENT PLANNER

The Savings & Investment Planner build wealth by helping plan your savings and Investment. This planner will guide you to plan your monthly savings and investment and help you plan how you can achieve your medium term and long term financial goals whiles mitigating risk of investment losses.

To use the Savings & Investment Planner, fill the form below. Don’t worry, you can save your progress and continue later if you don’t complete the whole exercise today.

Please enable JavaScript in your browser to complete this form.

Personal Details

We will use the details below to email your Goal Plan to you,
We'll send the results to your email for easy reference.

Financial Goal

In the field below, state your financial goal clearly, ensuring that it meets the SMART criteria (Specific, Measurable, Attainable, Relevant and Time Bound)

Investment Objective

Your investment objective (also known as your risk and returns objectives) is a statement on the returns or interest you expect to earn on your investments and the level of risk you are willing to take when investing. In the field below, select which of the five investment objective best describes you.
Investment Objective

Investment Calculator

Use the investment calculator below to determine the amount you need to save and invest monthly to achieve your financial goal. Update your goals is needed.
Selected Value: 4 %
Selected Value: 10 years

Asset Classes

Asset class is a grouping of investments that exhibit similar characteristics and are subject to the same laws and regulations. You must decide which asset class can best help you to achieve your financial goal. If have very good understanding of investment, there please select if asset class you will be investment in. You can also consult a certified investment advisor if you have the means to.
Asset Classes

Asset Allocation

Asset allocation is how you divide their investments among different assets classes such as Fixed Income Securities, Equities, Real estate etc. By allocating your investment to different asset classes, you balance risks and rewards based on your financial goals, risk tolerance, and the investment horizon. In the field below, indicate how much you will allocated to the investment classes you have selected in percentage (%) terms. Ensure that the total of your asset allocation adds up to 100%.
Asset Allocation
Asset Allocation
Asset Allocation
Asset Allocation

Investment Policy

Investment policy deals with the strategy you will adopt to manage your investment portfolio. This is a comprehensive statement detailing what you will and will not invest in, how you will allocate your investments, and how you will distribute your assets.

Investment Monitoring/Rebalancing

You must plan how you will monitor, evaluate and rebalance your investment in order to minimize risks and maximize returns. You can choose to do this on a weekly, monthly, quarterly, bi-annually or annually based on your own unique circumstances. In the field below, describe how you will monitor and rebalance your portfolio to ensure your investment objectives are achieved.
Investment Monitoring
Save and Resume Later

needs more than a Goal Planner?

10 Days with Success teaches you how you identify, set and achieve your most important life goals in 10 days. The book presents 10 Chapters that are arranged as days instead of Chapters. By reading a Chapter each day, Richard Annan will teach you how you can achieve your life’s most important Goals in 10 days. 10 Days with Success is a life manual for achieving success.

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Learn More
Personal Goal Planner

Our Personal Goal Planner will help you set SMART Goals and prepare a plan to achieve  these goals.
Savings & Investment Planner

Our Savings and Investment Planner help you set Financial Goals and prepare plan to achieve these goals.
Expense & Budget Planner

Our Expense and Budget Planner helps you plan your income and expense to ensure better result.