Help Center · Family Wealth Simulator
Frequently Asked Questions
Everything you need to understand how this tool works and how to use it
Getting Started
What is this simulator and what does it do?

The Family Wealth Simulator is a free educational planning tool that shows you how much money your child's savings could grow to over time - based on how much you save each month, which country and investment vehicle you choose, and how long you invest.

It shows projections at three key milestones: when your child reaches college age (18), when you stop contributing (your chosen age), and the asset handover point at age 30.

This is a planning tool, not a financial advisor. The numbers are estimates based on historical averages - not guarantees. Always consult a licensed financial advisor before making investment decisions.
How do I get started? What do I need to fill in?

You need five things to run a simulation:

  • Parent 1 details: Your current age and the age you plan to retire
  • Child details: Their name, current age, country, and investment vehicle
  • Monthly savings amount: How much you plan to save each month
  • Stop contributing age: The age at which you will stop adding money (18 to 25)
  • Parent 2 details (optional): Leave blank if you are a single parent
Can I model more than one child?

Yes. Click "Add a child" to add as many children as you need. Each child has their own country, investment vehicle, savings amount, and contribution stop age. Each child also gets their own dedicated savings chart so currency differences never interfere with each other.

What is "Make Additional Contribution"?

This lets you plan a future increase in your monthly savings. For example, if you currently save $200/month but expect to increase to $500/month from Year 5, set the base amount to $200 and add an additional contribution of $500 at Year 5. You can add multiple step-ups to reflect pay increases over time.

Does this work for single parents?

Yes. Parent 2 is entirely optional. Leave the Parent 2 fields blank and the simulator runs without them. The summary strip will only show Parent 1's retirement milestone. All child projections, charts, and tables work the same way.

Contribution & Growth Horizon
Why does the simulator only run to the child's age 30?

Age 30 is the fixed handover point - the moment when the child is considered financially mature enough to take over managing the asset independently. Running projections beyond 30 would imply parents are still involved in decisions the child should be making themselves.

This also keeps the projections realistic. A parent contributing until a child is 40 defeats the purpose of the investment - the goal is to build a foundation the child eventually owns and manages.

What is the "Stop contributing at child's age" dropdown?

This lets you tell the simulator when you will stop adding money each month. You choose an age between 18 and 25. After that age, your monthly contribution drops to zero - but the invested balance keeps compounding on its own all the way to age 30.

Example: You choose age 22. From year 1 until the child turns 22, you contribute monthly. From age 22 to 30, no new money goes in but the existing balance keeps growing through compound interest. The Handover at 30 milestone shows what that final balance is worth.
Why does the stop age only go up to 25?

By age 25, most children who pursued higher education will have finished their degree - even in countries like Nigeria where university admission delays are common and students may not start until age 21-23. Contributing beyond 25 starts to blur the line between building a foundation for your child and funding an adult's ongoing expenses.

If you want to model contributions beyond 25, use the Custom Rate option and adjust your own scenario.

Why is there no default for the stop age - why not default it to 18 or 22?

Because university completion age is not universal. In many countries - particularly Nigeria, Ghana, and other African nations - university admission is highly competitive. Students can spend 2-3 years attempting entry before gaining a place, meaning university might start at 21-23 and finish at 25-27.

Defaulting to 18 (secondary school completion in many countries) or 22 (a Western university completion assumption) would be wrong for a large portion of the tool's users. You know your child's situation best - you choose the age.

What are the three milestone cards in the results?

Each child's results show three milestone cards:

  • College (age 18): How much is in the account when the child is ready for higher education
  • Contributions end (your chosen stop age): The balance at the moment you stop adding money - from here it grows on its own
  • Handover at 30: The final projected balance after all compounding, the point the child takes full ownership

Each card shows the future account balance, what that is worth in today's money, the growth breakdown donut chart, and the access and withdrawal eligibility for your chosen vehicle.

Understanding the Numbers
What is "Future Account Balance" vs "Worth in Today's Money"?

Future Account Balance is the actual number you would see in your account - the raw cash value at that point in time.

Worth in Today's Money adjusts that figure for inflation to show what it is really worth in today's purchasing power. Because things cost more over time, a large future balance may buy less than it appears.

Example: $300,000 in today's money growing at 10% for 28 years gives a future balance of roughly $3.5M. But at 3% inflation, that $3.5M is only worth about $1.5M in today's purchasing power. You still have $3.5M in your account - it just buys less than $3.5M does today.
What is "Growth after inflation" and why does it sometimes go negative?

Growth after inflation (real return) tells you how much your money is actually growing in purchasing power after the cost of living is accounted for. Formula: (1 + investment growth rate) ÷ (1 + inflation rate) - 1

If your investment grows at 20% per year but inflation is 26% (like parts of Nigeria in recent years), growth after inflation is actually -4.8%. Your account has more naira but each naira buys less. You are losing ground in real terms.

This is exactly why dollar-linked or equity vehicles are recommended in high-inflation countries - they grow faster than inflation.

How are the projections calculated?

The simulator uses monthly compound interest. Each month it multiplies your current balance by (1 + annual growth rate ÷ 12) to add that month's growth, then adds your monthly contribution. Contributions drop to zero after your chosen stop age but compounding continues. The "Worth in Today's Money" figure divides the future balance by cumulative inflation over the same period.

What do the donut charts on the milestone cards show?

The donut chart shows the split between money you personally contributed and money that the investment grew through compounding. The coloured arc is compound growth. The grey arc is your contributions.

In most long-term scenarios, compound growth significantly outweighs what you put in. You might contribute 25% of the final balance and the market generated the other 75%. This is the core argument for starting early - the earlier you start, the more time compounding has to work.
What does the savings chart show?

Each child has their own dedicated chart with three lines:

  • Solid line: Future account balance over time
  • Dashed line: The same balance adjusted for inflation (today's purchasing power)
  • Shaded area: Total money you have contributed up to each point

You will see the contribution line flatten at your chosen stop age - that is the point where you stop adding money and compound growth takes over completely. Key milestone ages are highlighted on the chart.

Each child has their own separate chart tab. This ensures different currencies never share the same scale and distort each other.

Withdrawals & Access
What does "✓ Withdrawable - No Restrictions" mean?

No lock-in period, no restrictions on when or why you can access your money. You can sell and withdraw the full balance at any time during normal market hours. Examples: S&P 500 index funds, UTMA custodial accounts, TFSA (Canada), ISK (Sweden), JSE ETFs (South Africa).

No restrictions does not mean no taxes. Capital gains tax, dividend tax, or withholding tax may still apply. Consult a tax professional in your country.
What does "~ Conditional Withdrawal - Penalties May Apply" mean?

You can access the money but restrictions are attached. This could mean financial penalties for early withdrawal, lock-in periods, purpose restrictions (education only, home purchase only), or tax consequences. Always read the Access and Liquidity note on each milestone card for the full details of your specific vehicle.

What does "✕ Locked - No Access Until Qualifying Event" mean?

Funds are legally locked and cannot be accessed until a specific age or qualifying life event. Examples: Superannuation in Australia (locked until preservation age 55-60), iDeCo in Japan (locked until age 60), AFORE in Mexico (locked until retirement at 65).

Treat locked vehicles as completely inaccessible until the qualifying age for all short and medium-term planning purposes.
Countries & Currencies
Which countries are available?

The simulator covers 30 countries across 6 continents:

  • North America: United States, Canada, Mexico, Jamaica
  • South America: Brazil, Colombia, Chile, Argentina
  • Europe: United Kingdom, Germany, France, Netherlands, Sweden, Norway, Switzerland
  • Africa: Nigeria, South Africa, Kenya, Ghana, Egypt, Tanzania
  • Asia: India, China, Japan, Singapore, UAE, Saudi Arabia, Turkey
  • Oceania: Australia, New Zealand
Can I model a child in Nigeria and another in the US at the same time?

Yes. Each child has their own independent country, currency, and investment vehicle. Each child also gets their own separate chart - so Nigeria's naira billions never crush US dollar values on the same scale. Switch between children using the tab above each chart.

Why is the Nigerian naira balance so large? Is that correct?

Yes, mathematically correct - but context is everything. The simulator uses Nigeria's verified 10-year average inflation rate of 16.2% (2014-2024). The 2024 actual rate was 31.4% - significantly higher. The country info strip shows both figures so you can see the gap.

⚠ For Nigerian parents: Always look at the "Worth in Today's Money" and "Growth after inflation" figures - not just the naira balance. A projected naira balance of ₦500M in 30 years may only be worth ₦20M in today's purchasing power at 16.2% average inflation. Dollar-linked vehicles (Eurobonds, Dollar ETFs) are strongly recommended for long-term savings in Nigeria.
What investment vehicles are available for Jamaica?

Jamaica (J$, 5.5% 10-yr avg inflation) has four vehicles:

  • JSE Equities - Jamaica Stock Exchange. Liquid, settlement T+3. 12% historical growth.
  • Government Securities / T-Bills (Bank of Jamaica) - Very safe. 9% growth.
  • Unit Trusts (NCB Capital Markets, VM Wealth) - Redemption typically T+3 to T+5. 10% growth.
  • Fixed Deposit (NCB, Scotiabank Jamaica) - Safe and predictable. 6% growth. Low real return.
Does the simulator convert currencies or compare across countries?

No. All values are shown in each child's local currency. The tool does not convert or compare values across currencies - exchange rates change constantly over decades and modelling them would make projections less reliable. Each child's chart and table are completely independent.

Inflation Explained
What is inflation and why does it matter for savings?

Inflation is the rate at which the cost of goods and services increases over time. If inflation is 3% per year, something that costs $100 today costs $103 next year. For savings, this means money in a low-growth account gradually loses purchasing power even as the number grows.

An investment earning 10% with 3% inflation gives real growth of about 6.8%. An investment earning 20% with 26% inflation loses about 4.8% in real terms. Beating inflation is more important than the headline return rate.
Where do the inflation rates come from and why use a 10-year average?

All inflation rates are verified 10-year historical averages (2014-2024) from IMF and World Bank data via FocusEconomics and Macrobond.

Key verified rates: Nigeria 16.2%, Ghana 17.6%, Egypt 15.8%, Turkey 25.8%, Argentina 65%, Jamaica 5.5%.

A 10-year average is used because this tool models 20-30 year projections. Using a single recent year (e.g. Nigeria was 31.4% in 2024) would significantly overstate long-run inflation and produce misleading projections. The country information strip shows both the 10-year average being used AND the 2024 actual rate so you can see the difference.

What does the red inflation warning mean?

Countries with 10-year average inflation above 15% (Nigeria, Ghana, Egypt, Argentina, Turkey) show a red warning because the gap between nominal and real returns is so large that headline numbers can be seriously misleading without context. Even at the 10-year average rates, local currency purchasing power erodes quickly over 30 years.

Can I use my own inflation rate?

Yes. In the inflation bar at the top of the simulator, switch from "Per-country average" to "Custom rate" and enter your own percentage. This applies your custom rate to all children. Use this to model higher recent inflation scenarios or test different assumptions.

Disclaimers & Legal
Is this tool financial advice?

No. This is an educational planning tool only. Nothing shown constitutes investment advice, financial planning advice, legal advice, or tax advice. The numbers are estimates based on historical averages - not personalised to your situation, risk tolerance, or tax position.

Do not make any significant financial decision based solely on this tool. Always consult a licensed financial advisor registered in your country before investing.
Are the returns guaranteed?

No. All projected values are estimates based on long-run historical averages. Actual returns will vary significantly from year to year. In any given year you could earn more or less than the historical average - or lose money entirely. Past performance does not guarantee future results.

Does the tool account for taxes?

No. Taxes on gains, dividends, interest, withdrawals, and contributions are not modelled. Tax treatment varies significantly by country, account type, and individual circumstances. Your actual after-tax returns will be lower than the numbers shown. Consult a tax professional in your country.

Where do I find a licensed financial advisor?
  • United States: NAPFA.org or CFP.net
  • United Kingdom: FCA.org.uk
  • Nigeria: SEC.gov.ng
  • India: SEBI.gov.in
  • South Africa: FSB.co.za
  • Kenya: CMA.or.ke
  • Australia: ASIC.gov.au
  • Canada: OSC.ca or your provincial regulator
  • Jamaica: FSC.gov.jm (Financial Services Commission)
Is my data stored or shared?

No. This simulator runs entirely in your browser. No data you enter is sent to any server, stored anywhere, or shared with any third party. All calculations happen locally on your device. Closing or refreshing the tab clears everything.

Got feedback or want to say thank you? olu@olu-duro.com
Full Legal Disclaimer

Educational use only. The Family Wealth Simulator is provided for educational and informational purposes only. It is not a registered financial product, investment service, or advisory platform. Nothing in this tool constitutes investment advice, financial planning advice, legal advice, or tax advice.

No guarantee of accuracy. BeadsGuy LLC makes no warranty regarding the accuracy, completeness, reliability, or suitability of the information. Reliance on any information provided by this tool is solely at your own risk.

Investment risk. All investments carry risk, including the risk of losing some or all of your invested capital. Past performance does not indicate future results. Return rates used are long-run historical averages and are not predictions or guarantees.

No tax advice. Tax laws vary by jurisdiction and individual circumstances. Seek professional tax advice before making investment decisions.

No fiduciary duty. BeadsGuy LLC does not act as a fiduciary, investment advisor, broker-dealer, or financial planner. Use of this tool does not create any advisory relationship.

Jurisdictional variation. Investment rules, tax treatment, withdrawal conditions, and regulatory requirements vary by country, provider, and individual circumstances. Always verify with your local financial institution or a licensed advisor.

Limitation of liability. To the fullest extent permitted by law, BeadsGuy LLC shall not be liable for any loss or damage, direct or indirect, arising from use of or reliance on this simulator.