Your Upgrade Numbers — Andrea Goh

Fill this in with your client. Amounts can be casual — “1.2m”, “$450k”, “1,200,000”. Required fields marked *.

Client & current home

Client name

Sale price (current home)

Outstanding loan (0 if paid)

CPF used for this home

CPF accrued interest

Other CPF OA savings

Cash savings for next home

Agent fee % (default 2%)

Gross monthly income (combined)

Age (main borrower)

Other monthly debts (car, etc.)

Citizenship

Properties owned AFTER buying

Property type

Target A price

Target B price (optional, for A/B)

Loan tenure (years, default 25)

Expected loan rate % (SAVE, default 3.5)

Growth assumption %/yr (4-yr view, optional)