Free resource
The retirement readiness checklist
Fifteen questions across the four areas that matter most as you approach retirement , your numbers, your income streams, your protections and your strategy. Tick them off, see where you stand, and know exactly what to bring to your first conversation.
What's inside
Know your numbers
- Current super balances
- Estimate of annual retirement spending
- Comparison against the ASFA Retirement Standard
- Assets and savings outside super
Income streams
- When you can access your super
- Account-based pension vs lump sum options
- Age Pension eligibility and means testing
- Rental, investment and part-time income
Debt and protection
- A plan for mortgage and personal debt
- Life, TPD and income protection insurance reviewed
- Estate plan, will and beneficiary nominations
Strategy
- Contribution strategy for your final working years
- Investment risk and sequencing risk considered
- A buffer plan for early-retirement downturns
Get your copy
Download it instantly, or have it emailed to you so it's waiting when you're ready.
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How to use it
Work through each section and mark what's done, what's in progress and what you haven't looked at yet. Anything unticked isn't a failure, it's simply your shortlist for the next conversation, whether that's with us or on your own.
If you'd like a second opinion once you've worked through it, bring the checklist along. The first meeting is complimentary, obligation-free, and entirely focused on where you stand. In the meantime, our retirement planning guide and calculators can help you fill in the numbers.
Want help ticking the boxes?
A complimentary, obligation-free conversation is the easiest way to see where you stand, and what to do next.
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