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Scenario Simulator

Your Path to Wealth - Visualize, Compare and Prioritize multiple financial decisions to optimize your  future

Run Summary and Comparison in full features plan

Scenario Stack:

0 Active Scenario:

Choose Scenario Module

Note: The Scenario Simulator models “what-if” projections for illustration only. Outputs are estimates based on assumptions and your inputs and are not predictions or guarantees of future performance. They do not constitute personalised financial, investment, tax or legal advice. Please consult a licensed adviser before acting on any scenario or result.

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📈 Investment

📊 Investment Calculator

Deploy either a one-off investment and/or periodic contributions from liquid assets or CPF/SRS balances - project growth over time under chosen return assumptions.

🎯 Major Life Milestone

🏖️ Early Retirement

Test retiring ahead of schedule-adjust retirement age, spending needs, and portfolio withdrawal rates, then measure funding gaps, and longevity of assets.

💧 Liquidity

🛟 Emergency Funds

Set aside liquid reserves to cover unexpected shocks.

💧 Liquidity

🛍️ Large Purchase Funding

Plan for large one-time expenses and their funding sources.

💸 Debt & Liability

💳 Debt Payoff Plan

Determine cashflow impact and priority of repaying non-mortgage debts.

💸 Debt & Liability

🏦 Mortgage Restructuring

Evaluate the savings and costs of restructuring an existing home loan—compare new interest rates, term adjustments, closing fees, and changes in monthly payment and total interest paid.

🏘️ Real Estate

🏠 Property Purchase or Sales

Model the financial impact of buying or selling real estate—capture cash outflow (down-payment, closing costs), mortgage debt, or net proceeds and reinvestment options.

🏘️ Real Estate

🏠 Property Rental

Simulate the cost of renting versus owning, including monthly rent payments, security deposits, rent escalation, and opportunity cost of foregone home-equity growth.

​📊

INVESTMENT

Investment Amount *

Source of Funds
Income Handling

10 years

Tax Bracket (%)*

Expected Gross Return % p.a *

Projected Fees % p.a

Recurring Investment (Optional)

Recurring Contribution

5 years

Projection Summary

Assumed net return: 0.0% p.a.

Projected $ on H years (excl.tax savings)

$●●●●●●

Contributions (Yc years)

$●●●●

Total Projected Fees

$●●●●

Total Estimated Tax Saved

$●●●●●

Potential Return on Tax Saved

$●●●●

After-Tax Effective Return % p.a.

●●%

Projected $ (if stays in CPF A/c)

$●●●●●●

Gain vs CPF

$●●●●●●

NOTES & ASSUMPTIONS

🏖️

EARLY RETIREMENT

3%

CPF LIFE Plan
Gender

(Optional, for CPF Life Payout projection only)

Today's CPF Balances

OA Balance

OA Yearly Contribution

OA Yearly Deduction

Proj. OA Bal. @ 55 (Pre-RA)

SA Balance

SA Yearly Contribution

Projected SA Bal. @ 55yo (Pre-Retirement Acct)

CPF Balances @ 55 years old

SA Balance (Post-RA)

$●●●●●●

Projected Retirement Acct

$●●●●●●

$●●●●●●

$●●●●●●

OA Balance (Post-RA)

$●●●●●●

Fast Forward to Retirement Age and During  Retirement (Value at Retirement)

Total Savings (Incl. Withdrawable CPF) 

$●●●●●●

Non-withdrawable CPF

$●●●●●●

Total CPF Life Payout (Indicative)

$●●●●●●

Monthly CPFLife Payout (Indicative)

Total Post-Retirement Income

$●●●●●●

Total Post-Retirement Expenses

$●●●●●●

Shortfall

$●●●●●●

Runway (Years)

●● years

Age Funds Last Until

●● years old

NOTES & ASSUMPTIONS

Unlock to see charts! 

🛟

EMERGENCY FUNDS

Average Monthly Expenses *

6 months

Monthly Contribution *

Current Emergency Fund

Target Emergency Fund

$●●●●●●

Shortfall

$●●●●●●

Time-to-Target

●● months

NOTES & ASSUMPTIONS

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🛍️

LARGE PURCHASE FUNDING

Loan Financing:

%

$

Flat/"Simple" Interest

Repayment per month

$●●●●

Total Interests

$●●●●

Cash Payment:

Total Cash Required

$

$

%

Balance Cash Required

$●●●●●●

NOTES & ASSUMPTIONS

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💳

DEBT PAYOFF PLAN

Interest Rate p.a. *

Remaining Terms (Months) *

Intended Repayment Amount *

Fees & Charges

Flat/"Simple" Interest

After Repayment:

New Loan Balance

$●●●●●●

New Repayment per month

$●●●●

Net Interests Saved

$●●●●

NOTES & ASSUMPTIONS

Collapsible text is great for longer section titles and descriptions. It gives people access to all the info they need, while keeping your layout clean. Link your text to anything, or set your text box to expand on click. Write your text here...

🏦

MORTGAGE RESTRUCTURING

Type *:

Outstanding
Loan Balance *

Current Interest
Rate p.a. *

Tenure Left
(Years) *

2 months

Lock-in Period

Lock-In Penalty % / Amount *

Clawback Amount

REPRICE (SAME BANK)

New Rate p.a. *

years

Admin Fees

Unlock to see exact financial impacts 

🔄 REFINANCE (NEW BANK)

New Rate p.a. *

years

Legal & Valuation Fees

Unlock to see exact financial impacts 

💸 REPAYMENT

Purpose

Prepayment Amount *

🕰️ TENURE CHANGE

New Rate p.a.

New Tenure (Years)

Tenure Change Fee

Unlock to see exact financial impacts 

Based on your EXISTING LOAN details above,

Monthly Instalment - editable

Interest Remaining

$●●●●

Based on your inputs for REPAYMENT of your existing loan,

New Monthly Instalment

$●●●●

Net Interest Savings

$●●●●

Interest-in-Lieu

$●●●●

Net Savings

$●●●●

Total One-Off Cost

$●●●●

NOTES & ASSUMPTIONS

🏠

PROPERTY PURCHASE OR SALES

Type *:

Purchase Price (GST inclusive) *

Funding Source

Cash / CPF

Loan

$0

(LTV: 0.0%)

Interest Rate p.a. *

Loan Tenure (Yrs) *

Monthly Mortgage 

$●●●●

Brokerage %

Fees & Charges

Projected Buyer's Stamp Duties

$●●●●

Total Cost

$0

Net Proceeds

Outstanding Loan

Brokerage %

Loan Penalty

Fees & Charges

Refund to CPF-OA

Years Held *

Net Sales Proceeds

$

Projected Seller's Stamp Duty

$

Net Cash Settlement

$

Unlock to see exact financial impacts for the property sales scenario

NOTES & ASSUMPTIONS

​🔑

PROPERTY RENTAL

Role *:

Monthly Rent (GST incl.) *

0%

Lease (Yrs) *

Net Rental Expense

Security Deposit

Brokerage Fees

Fees & Charges

1st Year Cost

$0

Total Cash outflow

$0

Monthly Utilities

Furnishing & Moving

Projected Tenancy Stamp Duty

$0

Rent vs hold—see the winner

You can model either as a landlord or a tenant, to give you an overview net yield after costs with and without leverage, taxes and opportunity cost—complete clarity.

Net Rental Income

To assess the purchase the rental property, use 'Scenario - Property Purchase'.

Purchase Cost *

Monthly Mortgage

Vacancy %

Brokerage Fees 

Monthly Mgmt Fee

Annual Repair/Maint.

Financing

Debt Service Cover

Net Cash Yield (Leveraged)

$0

Yield: 0%

Renovation 

Fees & Charges

Projected Annual Value

$0

Auto-Calc

Projected Annual Property Tax

$0

Cash Flow and Profitability

Net Inflow over Lease

$0

Op. Expense %

0%

Breakeven Net Rent

$0

Net Rental Yield (Unleveraged)

$0

Yield: 0%

NOTES & ASSUMPTIONS

Collapsible text is great for longer section titles and descriptions. It gives people access to all the info they need, while keeping your layout clean. Link your text to anything, or set your text box to expand on click. Write your text here...

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