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Finacial Planning - Analysis
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Finance & Management > Financial Reporting

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  • Posted: Thu, Oct 11, 2012
  • Time Left: Closed
  • Location: Anywhere
  • Client prefers freelancers from:
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    You are still able to submit a proposal for this job.

    The client prefers freelancers from
    a different location.

    You're still able to submit a proposal for this job, regardless of your location.
  • Start: Immediately
  • Hourly Rate: $15 - $20 / hr
  • Hrs/wk: Not Sure | Duration: 1-2 weeks
  • Work View™ Payment Protection
  • W9 Not Required
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Hi Scott.

I haver identified you as one of two people that I think might be able to help me with some pretty hairy financial calculations.

I work in the South African Retirement Savings Market and need to analise all my members on a continual basis (Which ultimately will be done via our Access Database)

Right now I have members who need to reach a certain multiple of their annual income as a lump sum at retirement age, This multiple is varied and can be between 7 and 14 times.(Variable)

We know their
Current annual (and monthly income) and will have to make an assumption as to how that is going to grow annually (Variable)
Their age but will have to make a call as to what age they will retire at (Variable)
The assumed inflation going forward (Variable)
Their current monthly contribution expressed as a %tage of their income
The proposed growth rate (%tage) of their investment portfolio (variable)

What we would need as an answer is do they need to
A) Increase their monthly cont...

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