Using the savings calculator
Our lives are governed by numbers, from the time we wake up in the morning to which platform our train is on. When it comes to your money, you’ll often have a specific number in mind when thinking about your financial goals. Whether you’re saving for later life or the holiday of a lifetime, it’s essential to have a plan in place.
It’s also important to bear in mind the impact inflation could have on your money, as whatever you’re saving for today is probably going to cost more in a few years. We’ve designed our savings calculator to make it easy for you to work out if you’re on track to meet your goals.
Calculating how often you’ll save
Our calculator can help you decide how regularly you should be saving – will you choose to save or invest a lump sum or put some money away on a monthly basis? The length of time you have to reach your goals will have a big impact on how much you need to save. It’s important to be realistic about the amount you’ll be able to save, and how often.
Investing in your future
Whether you are on track to reach your savings goal or still have some way to go, we’ll help talk you through your options. We can work with you to create an investment portfolio that’s aligned with your needs and circumstances. The starting point is a discussion with one of our wealth planners where you can tell us about your financial situation, priorities, life goals and attitude to risk.
Investing is a long-term process that requires patience and commitment – and keeping calm when markets fluctuate, as they inevitably will. Our financial planners can help you craft a plan using investments aligned to your particular goals, giving you the confidence that your finances are under control.