When we first start out in the workforce, retirement seems a lifetime away. And as the time to leave work draws closer, it pays to plan ahead and decide what you’ll want to do next.

Plan ahead

The combined effects of earlier retirements and longer lifespans means the need to plan carefully—and well in advance—are crucial.

Retirement can be whatever you want it to be. And just as your ongoing independence, health and stability will be fundamental to a happy retirement, a strong financial position will be an integral part of your lifestyle.

How we can help

It’s never too early to plan your retirement. The earlier you begin, the better off you may be. We can help you:

  • Understand your financial situation in retirement, when to access your super and how to maximise Centrelink benefits
  • Calculate how much you’ll need—whether you’ll have enough super or there’s a better way to fund your retirement
  • Establish a plan for accumulating enough savings before you retire
  • Identify strategies for meeting your retirement lifestyle goals.

Find out how we can help you reach your goals sooner

Make the most of my retirement funds

Planning your future