Investment Costs Calculator

There are several factors that can contribute to meeting your long-term investment goals. Use the below calculator to gain a better understanding of how different inputs, such as fees, can impact the rate of return on your investments, then speak with a Halcyon Wealth financial advisor who can provide personalised advice for your long-term goals.

Typically a medium risk, well balanced portfolio would would target annualised returns of 6.5% over the longer term. The value of an investment can go down as well as up. The return at the end of the investment period is not guaranteed and you may get back less than you originally invested.- Past performance is not a reliable indicator of future returns.

Enter the amount you are investing and adjust the return rate to see the potential outcomes. Then input the charges you pay for your investment, and those offered by Halcyon Wealth, to observe the impact these might have over 10, 20, 30 years or more.