Investment portfolio value in today's dollars, by age of the younger person
Portfolio (base case) plus property and other assets, less debts
Amounts are in today's dollars. Growth and return rates are real, after inflation.
Projections are estimates built on the assumptions in this plan and are not a guarantee of future returns. Income tax uses the NZ individual rates and ACC earners' levy set under Assumptions. KiwiSaver contributions are treated as savings that stay inside the projection.
