After applying advice for each scheme, you will get surplus or shortfall figure in sheet.
Your entire cash flow will be adjusted accordingly your goal selection. You can select inbuilt option with Yes/No. For Example, If there is shortfall in High priority goal, you can put some goal on hold to achieve high priority goal. On this sheet – you will be provided figures with % of Goal Amount with How much is achievable & How much is Shortfall. You can fill your all future goal in questionnaire sheet, whether it is achievable or not.
The results should not be taken as a substitute for professional advice.Īll reasonable care has been taken in preparing and designing the Wealth Tracker however, Guided Investor provides no warranties and makes no representation that the information provided by the Wealth Tracker is appropriate for your particular circumstances or indicates you should follow a particular course of action.New Tool! => Track your mutual funds and stocks investments with this Google Sheet! The Wealth Tracker is provided for your information and to illustrate scenarios. Guided Investor is not liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly, by use of this document. You should consider seeking independent legal, financial, taxation or other advice to check how the information relates to your unique circumstances. It should not be taken as constituting professional advice from the website owner – Guided Investor as Authorised Representative of Symmetry Group (AFSL 426385) The information in this website is for general information only.