We're here to help.

Use our calculator and decades of investment experience to plan for your retirement.

Terms of use

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Tell us your age, ideal retirement age, and life expectancy.

You have of work and you'll enjoy of retirement life.

What's your average monthly income?

How much do you save for your retirement every month?

Your average monthly retirement contributions are of your monthly income

How much have you saved for retirement?

This includes your liquid income.

What will your monthly expenses be after you retire?

We can help you estimate them.

Calculate here

Here’s your result.

You have chance of meeting your retirement goal.

Recommendation*

*Subject to our Terms of use

If you would like to learn about Invesco fund information, please click here to visit Invesco Hong Kong website.

Summary of Your Retirement Plan

Years to Retirement
Years in Retirement
Monthly Income
Monthly Savings
Current Retirement Savings
Monthly Retirement Spending
Adjust your plan

How can I achieve my goal?

Your post-retirement illustrative portfolio

You can also drag the bar or adjust number to see different portfolio.

  • • A longevity portfolio is designed to reduce the risk that your money won’t last your retirement. To decrease this risk, a Longevity portfolio should focus on generating returns and at the same time not be exposed to too much risk. This is also known as a defensive growth portfolio.
  • • An income portfolio is designed to keep your income stable throughout your retirement. The goal is to provide stable, inflation-adjusted income so that market disruption will not impact on your ability to make regular withdrawals. An Income portfolio is likely to be a diversified with multi-income producing strategies.

How will a post-retirement portfolio help me achieve my goal?

Projected Retirement Account Balance

Here are performance projection under different scenarios.

At age
  • • Performance is calculated based on the portfolio made up of longevity portfolio, income portfolio. Fair portfolio performance shows the worst- performing 25th percentile scenario. The good portfolio performance shows the best-performing 50th percentile scenario, the excellent portfolio performance represents the best-performing 25th percentile scenario.
  • • The results generated by the retirement calculator are based on certain assumptions including hypothetical data that you input. Results are for reference only and may change due to the nature of simulation. Please seek professional advice regarding how your retirement needs can be met based on your individual circumstances

Net retirement account value