Client: “Do I have enough to retire?” | Your Reply: ……….?

When it comes to superannuation and retirement, this is a question you’ve no doubt heard before. The answer involves a tricky balance of cashflow modelling, investment forecasting and risk management.

For many SMSFs, the question of “how much is enough” means they face retirement with uncertainty and trepidation, despite having a decent amount of wealth. Your clients are familiar with their lump sums: how much balance they have etc. but they’re unsure about how these numbers translate into a retired lifestyle with choices. What will this lifestyle look like exactly?

As retirement specialists, Apricot Actuaries are well placed to solve that problem. Apricot are excited to introduce Jubilacion, a brand committed to removing the guesswork and helping baby boomers understand exactly how much money they can have each year in retirement. By partnering with accountants, Jubilacion helps SMSFs confidently tackle the biggest financial transition of their lives.

Want to read more?
– Explore the Jubilacion website and sign up for our newsletter
– View the Jubilacion for Accountants information sheet.

Sound interesting? 
– The Financial Freedom Report service is being offered for free for one accountant at each firm. Get in contact to organise a time today.