Wealth projections

Year-by-year breakdown

See exactly how your net worth, income, expenses, and taxes evolve each year until retirement and beyond.

Key highlights

View your financial situation year-by-year including income, expenses, savings, and net worth.

See how your investments, super, property, and cash evolve over time.

Understand your expected tax burden each year including income tax, Medicare levy, and HECS repayments.

See when you'll hit key milestones like paying off your mortgage, reaching $1M net worth, or achieving FIRE.

1
Understand your financial trajectory in detail rather than just the end result.
2
Identify potential issues or opportunities at specific points in your journey.
3
Plan for major expenses or income changes at the right time.
4
Track your actual progress against projections to stay on course.

1
Create a simulation with your current finances and assumptions.
2
Navigate to the year-by-year breakdown view.
3
Scroll through each year to see projected income, expenses, assets, and liabilities.
4
Click on any year to see detailed breakdowns of each category.

Join Wealth Dashboard and get access to all our features including year-by-year breakdown.