You don’t just build a house. You plan and prepare first. It’s the same with retirement.
Take some of the guess work out from planning your retirement. Our simple to use online tool estimates how much money you may have, how long it may last and how much you may need in retirement.
Everyone's ideas and goals around retirement are different. Our online tool includes the Government’s Pension payments to help plan your savings for retirement*.
Information sessions
Our experts simplify superannuation and financial topics through live webinars and seminars held throughout the year.
Please return to this page to view upcoming events.
In the meantime, watch the videos below of our previous webinars.
What options do you have?
If you are worried about your super balance and that you won’t have enough to retire comfortably, there are simple steps you can take to help grow your super.
Need a retirement health check?
Get retirement ready with expert advice from our dedicated retirement experts. Whether you want to retire now, or later, your personal retirement health check will get you on the right path.
What to expect
This 30-minute video retirement health check session will help you understand;
- How superannuation works in retirement
- How much income could you drawdown
- How long could your income last
- How much is enough for retirement
- How the Age Pension works with superannuation
Book a retirement health check appointment
Book an appointment with our expert at no extra cost. Fill in your contact details, and select 'Retirement Health Check' in the dropdown menu, and we will contact you to schedule your appointment.
Preparing for retirement
Whether you’re a few years away from retirement or it’s just around the corner, we’re here to help you prepare with confidence.
Watch our latest webinar to gain the knowledge and tools needed to confidently tackle the challenges of retirement planning.
Close to approaching retirement?
Depending on whether you have reached preservation age, you could consider a Transition To Retirement (TTR) pension. This allows you to roll some, or all of your money into a TTR account. You can then draw on your TTR account to supplement your income. Seek advice from a qualified professional first to see how this will affect your insurance, tax and balance.