The Retirement Planning Process
Ask for help, we'll walk you through the entire process.
1 Set your Goals
Income / cashflow goals
Investments return goals
2 Choose a Retirement Date
Today? Soon? 65?
3 Create a Plan
Optimise centrelink benefits, a tax plan, a cashflow plan, expected returns, your super and investment strategy to create a plan that ensures financial stability and security in your retirement
4 Implement a Plan
Change from your current situation to the new strategy in preparation for retirement.
Congratulations! You’ve made it.
Holidays, hobbies, family are the beginning. You can relax and enjoy retirement feeling financially secure
6 Manage retirement money
Monitor investment performance. This is critical to the sustainability of your lifestyle and plan.
7 Grow your wealth
Keep your next egg growing while you can
8 Set your ongoing review plan
Check fees, investment performance and if you are on budget to continue forward with enough to live comfortably.
9 Relax and enjoy life
Knowing your plan for the future is in place.