New projection

Projection name


Client 1
Client 2
Trust
Investments
 Add
 
Expected %
 
Low %
High %
Drawings
 Add

Can't add drawings without investments to draw from.

Savings
 Add

Can't add savings without investments.

Lump sum/one off movements
 Add

Can't add transactions without investments.

Superannuation
NZ Super

Can't add NZ Super without investments to deposit to.

Client 1 Kiwisaver

Can't add Kiwisaver without investments to deposit to.

Tools
More options



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