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Debt Recycling Calculator

$250-750 AUD

Closed
Posted over 9 years ago

$250-750 AUD

Paid on delivery
I need a debt recycling calculator created in Microsoft Excel using the following considerations: 1. Ability to consolidate debts into new loan to release cash flow 2. Ability to make home loan interest only to free-up maximum cash-flow or leave as P&I 3. Ability to utilise an offset account for emergency funds 4. Ability to borrow lump sums using existing property as security (max LVR 80%) to invest 5. Ability to direct all income from investments and tax savings into the home loan (non-deductible debt) as well as any additional cash-flow surpluses, bonuses, pay rises etc. 6. Ability to regularly re-draw funds from the home loan to add to the investment portfolio, with the ability to choose time frames. eg. monthly, quarterly etc. 7. Ability to direct all dividends, tax savings and surpluses into the investments once all debt is converted to deductible debt. 8. Ability to compare all outcomes on the one graph. 9. Ability to calculate appropriate amounts of personal insurance needed eg. Life/TPD/Trauma and Income Protection Insurance, based on current employment income, debt levels, cash-flow requirements etc. 10. User friendly and simplistic interface. 11. Must have ability to produce PDF and word reports with graphs etc. 12. Others things that don't pop into my mind right now. Also need a Powerpoint presentation developed that is simplistic, colourful, client friendly and easy to use. Can be controlled via a click of the mouse button or key on keyboard to show next step of the strategy etc. Would also like the ability to have both the calculator and the presentation developed into an iPad App at some stage too.
Project ID: 6752114

About the project

9 proposals
Remote project
Active 9 yrs ago

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9 freelancers are bidding on average $510 AUD for this job
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Consider it done. Check my past reveiws for your reference. Eagerly waiting for your reply so that i can start with the implementation.
$631 AUD in 2 days
4.9 (224 reviews)
7.0
7.0
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Hey, I am an expert in creating excel based calculators as you would see in my work history here on freelancer and have been highly rated and recommended for the quality I deliver. I read through the requirement brief you shared and must tell you that the kind of Debt Recycling calculator you are looking for is more of a 'what-if' calculator than a simple excel formula based one. So basically, this calculator will present one or more options based on the input parameters selected for debt re-cycling. In the end the calculator will neatly determine whether the user is better-off in recycling the debt ot leaving it as it is. As you mentioned, the calculator will also have the ability to print a PDF report which shows the report and also the results of calculations. To get started, I will need some more details around the requirement and also if you have any preference sfor the layout. I will then be able to suggest options on how to go about it. We may have to discuss the details in a few iterations before the requirements are finalized. Do let me know if you would like me to work on this project for you and we may discuss the details and next steps. Look forward to hear from you. Thanks and Regards, Shikha (Automyze Consulting)
$555 AUD in 10 days
4.9 (51 reviews)
5.2
5.2
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Hello ready to start asap to deliver you, If you can give me your notes and conditions, I can deliver it to you fast, also about me: I am m.s of systems engineering and b.s of industrial engineering, and excel(dashboard, pivot tables, charts, conditions, conditional formatting, statistical, financial, mathematical, string, time, date,..functions), creating pretty charts and vba expert. I have done similar projects and I am confident about my profession, I also accept revisions and removing errors and minor changes in future for free, whenever you are ready lets go. I have good command of English that I think can be useful for this project. I have a base of statistics, data analysis, mathematics, accounting, business analysis, cost calculating, project scheduling and project management and finance that helps in this project.
$666 AUD in 15 days
4.9 (57 reviews)
5.1
5.1
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Hello, my name is Cristian, I have a degree in Business. Besides working with excel every day, and have much experience with spreadsheets, formulas and macros. Check my reviews and chat with me. Greetings.
$750 AUD in 5 days
4.9 (21 reviews)
4.4
4.4
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Hi there! I'm an excel expert and I would like to work in your project. Please check my profile and contact me to discuss it. Regards.
$600 AUD in 15 days
4.9 (12 reviews)
3.2
3.2
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$250 AUD in 3 days
5.0 (3 reviews)
2.1
2.1
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$500 AUD in 10 days
5.0 (1 review)
1.9
1.9
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$1,050 AUD in 10 days
0.0 (0 reviews)
0.0
0.0
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$389 AUD in 8 days
0.0 (0 reviews)
0.0
0.0
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$250 AUD in 10 days
0.0 (0 reviews)
0.0
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Member since Nov 19, 2014

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