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Net worth update per



This is ozzie_mustache's first net worth update, hence it will be limited. Later updates will contain more details. Please check out my profile here for more information. As of , my net worth was AUD 203,116 and my FI portfolio was AUD 203,116.


Net worth

AUD 203,116

FI portfolio

AUD 203,116

I am now 13.5% on my way to achive my FIRE target of AUD 1,500,000.

AUD 203,116 FIRE target: AUD 1,500,000


13.5%

FI portfolio


My FI portfolio now consists of AUD 8,153 (4.0%) in investments, AUD 53,294 (26.2%) in retirement accounts, and AUD 141,669 (69.7%) in cash.




How much can I withdraw according to the 4%-rule?



If I quit working today, my monthly pay out would be AUD 677 for the rest of my life.

Retire today with (AUD)
677/month
(4.0% SWR)
592/month
(3.5% SWR)
507/month
(3.0% SWR)


When can I retire?


FI date


My age

40

I am currently aiming to save/invest approximately AUD 7,000 each month.

Assuming an annual return of 10% on my investments and my retirement accounts, I aim to reach my FIRE target of AUD 1,500,000 in 1 years and 1 months, in , and at that time I will be 40 years old.

By that time I will have invested/saved another AUD 742,000, while the rest will be return on my existing FI portfolio and the new investments, in total AUD 554,884


Financial independence forecast