AS Brokers – Will Your Retirement Money Last?

Will Your Money Last in Retirement?

Most people overestimate how long their capital will provide income. Find out in 30 seconds.

Life of Capital Calculator

Enter your numbers to see how long your retirement savings will last.

Typical effective rates: 20–25% (under R40k/mo) · 30–35% (R40–80k) · 36–45% (over R80k)
Your income requirement will increase each year by this rate to keep up with rising costs.

Why Does Capital Run Out?

When the income you draw (after tax) grows faster than your investment return, your capital gets eaten away year by year. It's not one big event — it's a slow, silent decline that most people only notice too late.

The Silent Variable: Time

A small difference in return, tax, or inflation might seem minor today. Over 20 to 30 years, it can mean the difference between financial independence and running out of money in your 80s.

This is why income planning matters more than chasing returns.

Watch: The Retirement Income Problem — a 3-minute explanation

A Note on Tax Structure

If your effective tax rate on retirement income is higher than 20%, it may be worth exploring income structures that are taxed differently.

On the next page, I show investment solutions where income is taxed at a flat 20%, depending on structure and individual circumstances.

This is shared to help you understand how income structure affects outcomes.

See How to Make Your Money Last Longer

I'll show you the actual investment structures I use in my practice — with calculators so you can compare outcomes for yourself.

View the Investment Options → or speak to me directly Book a Free Consultation WhatsApp: 067 242 9946
FSP 17273
25+ Years Experience
Independent Advice

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This calculation assumes your required income increases annually by the selected inflation rate. The projection is based on assumed investment returns, tax rates and inflation and is for illustrative purposes only. Actual outcomes may differ. This tool does not constitute financial advice.

AS Brokers | FSP 17273
Independent Authorised Financial Service Provider
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