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Retirement can raise a lot of tough life questions...
- Can we help the kids buy their first home?
- Do we have enough money to last our lifetimes?
- What about in 5 years time?
- Can I retire now?
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Our Retirement Readiness service provides
peace of mind
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Financial Freedom is having enough assets to cover all your living costs for the rest of your life. It’s an exciting concept – but calculating the amounts is hard. That’s where Apricot Actuaries comes in. 

Actuaries are experts in financial modelling and risk. Their skills are usually reserved for Governments and large companies, but we’re bringing them to you via the Retirement Readiness service. 

How can it help me?

Client Information Sheet

What questions does it answer?

Approaching retirement
(planning to retire in 1-5 years)

  • Have I saved enough to retire now? What about 2 years later/earlier?
  • What if I work part time for a few years?

Accumulating
(planning to retire in 10+ years)

  • Am I saving enough?
  • What lifestyle can I expect in retirement?
  • What can I do to retire earlier?

Already retired

  • Do I have enough to last until my life expectancy?
  • If so, can I purchase a holiday home/leave a bequest? 
  • If not, what if I downsize my home and bank the capital?
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if required

MEETING 2
- Your initial results will be presented and explained
- We will identify different scenarios you wish to test

$1,500

MEETING 3
- Your initial results will be presented and explained
- We will identify different scenarios you wish to test

MEETING 1
- Digitally meet Apricot staff (accountant can be present)
- Key concepts will be explained
- Apricot staff will gather requisite information

What is the process?

More helpful resources

Approaching Retirement

Planning to retire in 1-10 years

learn more

Accumulating

Planning to fully retire in 10+ years

Learn more

Retired

Enjoying the fruits of your labours

Learn more

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