Know your investment assumptions – are they accurate?
12 January 2022
When you sit down (alone or with your financial adviser) to plan your finances, you’ll set certain goals. These could include paying for your child’s tertiary education, saving for an overseas trip to celebrate a special anniversary, or planning for a well-deserved retirement. You’ll determine the amount of capital that you need for each goal, and then calculate what you’ll need to invest every month to achieve your capital requirements.