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peace of mind in their retirement
Help your clients on their journey towards
RETIREMENT READINESS SERVICE
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Long-term cashflow modelling
not
financial product advice
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Do your clients ask?
How do you respond?
Do I have enough to retire now?
What about in 2 years?
Can I cut back on my work hours?
Do I have enough to travel regularly?
Can we help the kids buy property?
RETIRMENT READINESS SERVICE
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What is the Retirement Readiness service?

A new service for your clients

Client Information Sheet

How does it help my firm?

      • Provide a genuine value add for your clients
      • Highest professional quality
      • Supplement your own services
      • Build customer loyalty and an edge on the competition
Accountant Information Sheet

Resources for your clients

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 their labours

learn more

Questions we can answer:

Slide 1
A real wake-up call. Gave us confidence.
November 2020

When I first retired, I was worried sick as to whether my wife and I had saved enough to last in retirement.

Our accountant recommended we use Apricot’s Retirement Readiness service and this couldn’t have happened at a better time with all this COVID worry going on. I found Apricot’s service very reassuring. Their staff explained the process and key concepts well and presented us with results that were easy to understand and digest.

It’s a great tool to give confidence that you’re in a good position.

I plan to get another report at least every two years. I love that we had the ability to adjust the calculation to test different circumstances.

We got a real wake-up call about retirement saving in our 50’s. I really hope things like this are available for our kids when they start thinking about retirement.

Paul Brodie, Queensland, recently retired
Slide 2
"Provided us with a really clear picture of what was achievable"
January 2021

We worked hard in our younger years so that we could travel and enjoy a good standard of living in our retirement. COVID's effect on the markets (and our super balances) left us worried that we wouldn't be able to achieve our retirement goals.
Liam took the time to chat with us, really understand our specific situation and identify our concerns. The results in the report were explained to us in terms we could understand and provided us with a really clear picture of what was achievable. It was valuable to be able to explore scenarios specific to us and see what effect they would have on our finances. We would highly recommend this service for retirees like us who are looking for clarity around their retirement spending.

Sonny and veronica, Tasmania, Retired
Slide 2
A great opportunity to take stock your financial situation and understand your financial future"
July 2021

My client wanted to be really confident before taking the leap of faith to retire. I therefore suggested she speak to Apricot. Apricot’s team are very accommodating and they take care to explain key concepts.

The service is a great opportunity to take stock of a person’s financial situation and to understand your financial future. My clients were delighted and said they felt very comfortable speaking to Liam and Jim.

The scenario testing adds considerable value to the process and gets clients thinking about their big decisions and trade-offs. My most recent referral left the clients feeling much more confident and it resulted in additional tax planning work for me.

I’ll recommend the service to all my clients who are on the cusp of retirement, but also those who are within 10 years from letting go their salary and want to know where they stand.

Karin, NSW, Accountant
Slide 3
This could be you!

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