What is the Retirement Readiness service?
Identifies what lifestyle can be achieved (with confidence)
Factoring in the age pension and means testing
Identifies what additional spending can be enjoyed ‘on average’
Dependent on market performance
Explore financial risks in retirement
Using statistics to explore the full range of outcomes
A new service for your clients
- Provides huge peace of mind
- Two video consultations plus report
- Looks at client’s full financial situation
- Facilitates exploration of ‘what if’ scenarios
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
Resources for your clients
Planning to retire in 1-10 yearsLearn more
Planning to fully retire in 10+ yearslearn more
Enjoying the fruits of their labourslearn more
Questions we can answer:
Approaching Retirement (planning to retire in 1-10 years)
- Have I saved enough to retire now? What about earlier/later?
- 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?
- Do I have enough to last my life expectancy?
- If so, can I purchase a holiday home/leave a bequest?
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