Lift Off / Calculators

Investment Growth

See how your investments compound over time. Compare up to three different strategies side by side on the same chart.

Investment Period — 20 years

1 yr40 yrs

Initial Investment

Monthly Contribution

Expected Annual Return — 8%

1%15%

Show inflation-adjusted (real) returns

Portfolio Growth

Scenario A

$343,778

Final Value

$130,000

Invested

$213,778

Growth

2.64×

Multiple

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Uses monthly compounding. Returns are pre-tax and before fund management fees (NZ index funds typically 0.2–0.5% p.a.; active funds 0.8–1.5%). NZ investments may be subject to PIE tax at your Prescribed Investor Rate. Past returns are not indicative of future performance. These projections are illustrative only and do not constitute financial advice.