Free calculator — 4% safe withdrawal rate

FIRE Number Calculator

Enter your expected annual expenses, current investments, and monthly savings to see your FIRE number and exactly how many years until financial independence.

$60k
$20k/yr (Lean FIRE)$200k/yr (Fat FIRE)
$50k
$2,000
7%
3% (conservative)12% (aggressive)

Years to FIRE

22yr 2mo

Target year: 2049 · $2,000/month at 7% return

Portfolio growth to FIRE

Progress to FIRE3%

$50k saved of $1.50M needed

FIRE number (25× expenses)$1.50M
Current investments$50k
Total future contributions$532k
Investment growth needed$918k

Estimates only — not financial advice. Based on the 4% safe withdrawal rate. Super is not included; see the Super Retirement Calculator.

See your full financial independence plan

Connect your income, super, and investments to get a personalised FIRE projection with tax and grants included.

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How to use this calculator

Start with your annual expenses in retirement — what you actually spend each year, not your current income. This is the single most powerful lever in FIRE planning: reducing your spending by $10,000/year cuts your required nest egg by $250,000.

Your current investments should include savings accounts, ETFs, shares, and investment properties (at equity value) — but not your superannuation, which is locked until age 60. Super is a separate pool. See the Super Retirement Calculator to project that balance separately.

The monthly investment is what you add each month to your investment portfolio. Even $500/month invested consistently from age 25 can generate significant wealth through compound growth. Increasing this amount is the fastest way to shorten your FIRE timeline.

Frequently asked questions

What is a FIRE number?

Your FIRE number is the total investment portfolio you need to be financially independent — meaning your investments generate enough passive income to cover your living expenses indefinitely. It's calculated by dividing your annual expenses by 0.04 (the 4% safe withdrawal rate). For $60,000/year in expenses, your FIRE number is $1,500,000.

What is the 4% rule?

The 4% rule comes from the 1994 'Trinity Study' by US academics. It found that a retiree who withdraws 4% of their portfolio in year one, then adjusts for inflation each year, has historically had a very high probability of their money lasting 30+ years across all historical market cycles — including the Great Depression and the 1970s stagflation. At 4%, your portfolio needs to be 25 times your annual spending.

Does the 4% rule work in Australia?

Australian researchers have validated similar findings. The ASX has historically returned ~10% nominally over long periods. A 4% withdrawal rate with a diversified Australian+international portfolio has a very high historical success rate over 30-year periods. Some conservative planners use 3.5% (a 28.6× multiplier) for longer retirements (40+ years). The Age Pension also acts as a backstop — reducing sequence-of-returns risk for most Australians.

Does this calculator include super?

No — this calculator focuses on your outside-super (non-preserved) investments. Super is locked away until age 60 (preservation age), so it's calculated separately. If you're planning to retire before 60, you need enough non-super assets to bridge the gap. Use the Super Retirement Calculator to project your super balance separately, then add it to your post-60 FIRE plan.

What is a realistic annual return to use?

For a diversified ETF portfolio (Australian + global shares), 7–8% is a common long-run assumption before inflation. This is based on the historical long-run return of global equities. Use 6–7% if you hold bonds or a conservative asset mix. The default 7% in this calculator is a widely-used middle estimate. Remember: past returns don't guarantee future performance.

What are the different FIRE paths?

Lean FIRE: retire on $40,000/year or less — requires extreme frugality. Regular FIRE: $60–80k/year — comfortable but modest. Fat FIRE: $100k+/year — close to full financial freedom. Coast FIRE: you've saved enough that compound growth alone will reach your FIRE number by traditional retirement age, even if you stop contributing now. Barista FIRE: semi-retire with part-time work to cover some expenses, letting investments grow.

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