Education Planning Blueprint — Wealth Creation Group

Family & child

Parent / client name

Child's name

Child's birth month & year

Child's current age (auto)

Age when starting higher education

Meeting date

Education goal

Where will they study? (sets typical costs — editable below)

Course length (years)

Portion parents will fund

Annual tuition (today's value)

Annual living cost (today's value)

Any remainder is assumed covered by scholarships, loans or the child's own contribution.

Current savings for education

Amount already saved for this goal

Current monthly saving

Only include money earmarked for this child's education.

Planning assumptions (editable)

Education cost inflation (%)

Expected investment return (%)

Education fees typically rise faster than general inflation. Adjust to suit the destination.

Education cost at a glance

Funding gap

Savings growth vs education bill

Cost per year of study (after inflation)

Today vs at enrolment

Adjust the plan

Additional monthly saving

On top of the family's current saving.

Increase saving every

yrs

0 = no increase.

Step-up amount each interval

Added to the monthly saving at each interval.

Start saving from child's age

yrs

Starting earlier gives compounding more time.

Impact of the adjusted plan

Projected savings vs fund needed

What it takes to fully fund

The cost of waiting

Monthly saving required — start today vs start later

Waiting costs more, not less

Plan summary

Education funding readiness

Savings journey

Why plan your child's education

Secure Their Future

Guarantee the education they deserve, whatever it costs later.

Beat Fee Inflation

Start early so growth outpaces rising education costs.

No Last-Minute Debt

Avoid scrambling for loans when enrolment arrives.

Peace of Mind

A clear, funded plan the whole family can rely on.

Consultant Remarks & Action Plan

Discussion notes / observations Recommended action plan

Consultant name

Next review date

My Saved Plans

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