
Excel Spreadsheet
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£45(approx. $60)
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- Proposals: 6
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- #3166727
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Description
Experience Level: Entry
Estimated project duration: 1 day or less
Hello,
I have had a friend start and design an excel spreadsheet but he can no longer complete the project. I have attached what he's managed to do so far. Essentially i want to be able to show a client how their investments will grow over a period of time such as a pension. Example: Client has £50,000 in pensions and is 44 years old. She can pay £1,000 per month into her pension and it grows by 7% each year (compound interest) until she reaches age 65. I also want to be able to take inflation into account as well. Once she reaches 65 years old, she decides to take a lump sum out and then an annual income of £20,000. I want to be able to show how the pension reduces in value. Again assuming growth rates of say 5%. The idea is to be able to show the client that if they don't invest enough before retirement then they will run out of money and equally if they take too much out in retirement then they again will run out of money.
Please feel free to contact me if you have any questions.
I would like this work done as soon as possible as I then want the spreadsheet turning into an app for my ipad.
I have had a friend start and design an excel spreadsheet but he can no longer complete the project. I have attached what he's managed to do so far. Essentially i want to be able to show a client how their investments will grow over a period of time such as a pension. Example: Client has £50,000 in pensions and is 44 years old. She can pay £1,000 per month into her pension and it grows by 7% each year (compound interest) until she reaches age 65. I also want to be able to take inflation into account as well. Once she reaches 65 years old, she decides to take a lump sum out and then an annual income of £20,000. I want to be able to show how the pension reduces in value. Again assuming growth rates of say 5%. The idea is to be able to show the client that if they don't invest enough before retirement then they will run out of money and equally if they take too much out in retirement then they again will run out of money.
Please feel free to contact me if you have any questions.
I would like this work done as soon as possible as I then want the spreadsheet turning into an app for my ipad.

Richard H.
100% (1)Projects Completed
1
Freelancers worked with
1
Projects awarded
33%
Last project
15 Feb 2021
United Kingdom
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