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Makes it easy to project the likelihood that your clients will achieve their retirement income goals by:
  • Planning their retirement income taking a total returns approach.
  • Forecasting their total wealth using the Vanguard Capital Markets Model®.
  • Identifying the potential sources of drawdown including accessibility to the age pension.
  • Generating 'what if' scenarios to inform adviser & client decision-making.
Frequently asked questions

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Learn how to enter your client's details and how to interpret and adjust your client’s projections.

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The Retirement Income Builder produces a stochastic forecast of retirement income and wealth over time.

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