{"product_id":"investment-portfolio-planner","title":"Investment Portfolio Planner","description":"\u003ch2\u003eSee how your investment portfolio could grow\u003c\/h2\u003e\u003cp\u003eExplore projected balances, separate the money you invest from investment growth, and see whether your planned contributions could reach your goal.\u003c\/p\u003e\u003ch2\u003eWhat is included\u003c\/h2\u003e\u003cp\u003eOne ZIP download containing:\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eClean Excel template with no example holdings and neutral starting settings.\u003c\/li\u003e\n\u003cli\u003eWorked-example Excel workbook with fictional inputs.\u003c\/li\u003e\n\u003cli\u003eTwo-page quick-start PDF covering setup, results, scenarios and common input checks.\u003c\/li\u003e\n\u003cli\u003eLicence for personal planning or internal use by one business.\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eEach workbook includes six tabs: Start Here, Portfolio, Results, Scenarios, Calculations and Instructions.\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eUp to 20 investments with individual balances, monthly contributions, return assumptions and fees.\u003c\/li\u003e\n\u003cli\u003eA shared planning horizon of 0–50 years, inflation adjustment and a target balance.\u003c\/li\u003e\n\u003cli\u003eResults tables and charts showing growth, allocation and money invested.\u003c\/li\u003e\n\u003cli\u003eLower, base and higher return scenarios, a one-off market fall and sensitivity analysis.\u003c\/li\u003e\n\u003cli\u003eProjected goal status and estimated monthly contributions needed.\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch2\u003eHow to use it\u003c\/h2\u003e\u003col\u003e\n\u003cli\u003eExtract the ZIP and read the quick-start guide.\u003c\/li\u003e\n\u003cli\u003eSave a copy of the clean template and enter your own assumptions in the yellow cells.\u003c\/li\u003e\n\u003cli\u003eReview Results, compare alternatives in Scenarios and save your plan.\u003c\/li\u003e\n\u003c\/ol\u003e\u003ch2\u003eBefore you buy\u003c\/h2\u003e\u003cp\u003eDigital download; no physical item. Microsoft Excel is required and is not included. Google Sheets, Apple Numbers and mobile compatibility have not been verified. Use one currency throughout; no currency conversion is performed.\u003c\/p\u003e\u003cp\u003eInputs are entered manually. The model does not provide live prices, track trades, calculate tax, model withdrawals or changing contribution schedules, or recommend investments. All entered investments, including superannuation, count towards the goal; access restrictions are not modelled.\u003c\/p\u003e\u003cp\u003eIllustrative planning only. Results depend on your inputs and are not forecasts, guarantees or personalised financial advice. Investment values can fall. Custom modelling, consulting and future feature updates are not included. Nothing in the licence limits applicable consumer rights.\u003c\/p\u003e","brand":"Coombs Wealth","offers":[{"title":"Default Title","offer_id":67612921954600,"sku":"CW-INVESTMENT-PLANNER","price":29.0,"currency_code":"AUD","in_stock":true}],"url":"https:\/\/coombswealth.com\/products\/investment-portfolio-planner","provider":"Coombs Wealth","version":"1.0","type":"link"}