πŸ‡ΈπŸ‡¬ SG Financial Planner

CPF β€’ FIRE β€’ Life Events β€’ Net Worth

Current Status

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--

Net Worth

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Total Assets - Debts

Time to FIRE

--
Based on current trajectory

FIRE Progress

Lean FIRE (--) 0%
Target: $--
Fat FIRE (--) 0%
Target: $--

Personal Details

Current Age: --

Spending Targets (Monthly)

Assumptions

Standard is 4.0% - 4.8%

Required Portfolio Targets

Your "FIRE Number" is the portfolio size needed to support your spending at a given Safe Withdrawal Rate (SWR).

Scenario Monthly Spend SWR Required Portfolio

Monthly Income

Monthly Expenses

Total: --

Investments

Separate cash investments from CPF/SRS for accurate savings rate.

Stocks, ETFs, robo-advisors from take-home pay
CPF OA/SA investments, SRS - NOT from take-home pay

Summary & History

Cash Investments
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πŸ’΅ Cash Savings Rate
--
From take-home pay only
πŸ›οΈ Total (incl. CPF/SRS)
--
All investments

Click to save current income/expense numbers to history.

Net Worth Tracker (-- entries)

Date Cash CPF OA Stocks Crypto Other Debts Net Worth
πŸ“₯ Mass Import from Spreadsheet

Paste tab-separated data (Date, Cash, Stocks, Crypto, CPF, Bills/Debts):

Net Worth History

Future One-Time Expenses

Add major expenses (wedding, renovation, etc.) that will reduce your projected net worth.

Year Amount Description

FIRE Milestones

Conservative (7%)

Optimistic (20%)

Wealth Projection Chart

View: Showing to age 95

Surplus/Deficit to Goal

Projection Table

Year Age Conservative Optimistic Expenses Surplus/Deficit

Historical Withdrawal Stress Test Info

Based on historical SPY backtesting (Trinity Study logic):

  • 4.8% SWR: Historically survived most market crashes (95%+ success rate).
  • 6.0% SWR: Borderline risky. High chance of failure in prolonged bear markets.
  • 7.2% - 12%: Almost guaranteed to fail over a 30+ year retirement.

πŸ›οΈ CPF Retirement Sums (2025)

Basic (BRS)
$106,500
Full (FRS)
$213,000
Enhanced (ERS)
$426,000

πŸ“Š Your CPF Progress

OA Balance--
SA Balance--
MA Balance--
Total CPF--

🎯 FRS Progress

Track your progress towards the Full Retirement Sum for CPF LIFE payouts.

Progress to FRS ($213,000) 0%
You need $-- more to reach FRS

πŸ’΅ CPF LIFE Estimated Payouts

Retirement Sum Monthly Payout (Est.) Annual Income
BRS ($106,500) $750 - $810 $9,000 - $9,720
FRS ($213,000) $1,500 - $1,620 $18,000 - $19,440
ERS ($426,000) $2,610 - $2,820 $31,320 - $33,840

*Based on CPF LIFE Standard Plan payouts starting at age 65. Actual payouts may vary.

🏠 HDB Mortgage Calculator

Plan your housing purchase with CPF OA deductions

πŸ’° Loan Details

πŸ“Š Payment Summary

Loan Amount $0
Monthly Payment $0
Total Interest $0
Total Payment $0

πŸ›οΈ CPF OA Usage

Use CPF OA to pay for housing while maintaining minimum balance for FIRE.

$0
Approx 23% employer + 20% employee (for age 55 & below)
βœ… Can Fully Cover Monthly Payment
Your CPF OA contribution can cover the monthly mortgage.

πŸ“ˆ Amortization Preview

πŸ’‘ Housing Tips for Singapore

β€’ BTO is significantly cheaper than resale (20-40% savings)

β€’ HDB loan rate: 2.6% fixed | Bank loan: ~3-4% variable

β€’ Maintain at least $20K in OA for emergencies before buying

β€’ Consider the 25% debt-service ratio (TDSR) limit

⚑ Crisis Scenario Simulator

See how your portfolio would survive different market conditions.

🐻 Bear Market

-30% crash, 2-year recovery

πŸ“‰ Recession

-40% drop, 5-year slow recovery

🦒 Black Swan

-50% crash, variable recovery

πŸ”₯ Stagflation

2% growth, 6% inflation

πŸ“Š Scenario Comparison

🎲 Monte Carlo Simulation

Run 100 random simulations to see the range of possible outcomes.

🎯 Life Milestones Planner

Track costs from liquid funds (cash/stocks) vs CPF OA separately.

Year Event πŸ’΅ Cash Cost πŸ›οΈ CPF OA Cost Monthly Ξ”

πŸ“Š Portfolio Impact

πŸ’΅ Current Liquid Assets
--
πŸ›οΈ Current CPF OA
--
πŸ’΅ After Life Events
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πŸ›οΈ After Life Events
--

πŸ“ˆ Cost Breakdown

πŸ“… Timeline View

πŸŽ“ Common SG Milestones

πŸ’ Wedding: $20K-$50K cash + $0 CPF

🏠 BTO: $25K cash + $100K-$200K CPF OA

πŸ‘Ά Child (yearly): $15K cash

πŸš— Car: $80K-$150K cash

πŸ’‘ Planning Tips

β€’ BTO down payment: 5% cash, 20% CPF

β€’ Monthly HDB loan: Can use 100% CPF OA

β€’ Keep 6mo expenses in liquid emergency fund

β€’ Wedding grants: Up to $10K for first-timers

Data Management

Save your data to this browser or export it to a file to use on another device.

Browser Storage

File Export/Import

Danger Zone