Make your retirement savings last

Retirement Made Simple

How We Support You in Retirement

Practical guidance tailored to your needs

Retirement brings important financial decisions, and having the right support can make all the difference. We work with you to simplify the process, helping you manage your income, optimise your benefits, and ensure your financial position continues to support your lifestyle now and into the future.

Key Financial Considerations

Financial Priorities at This Stage

65+

You have finally reached the milestone of retirement. You have worked your whole life and are now ready to enjoy it. Go on that holiday you never took. Buy that new car. You want to think about spending time with your loved ones not working out how to make your retirement savings last.

Determine if and how you can continue to meet your annual living expense requirements

Demonstrate how long we anticipate your retirement savings will last

Consolidate your superannuation savings in order to get maximum benefits

Apply for the age pension from Centrelink or any other benefits you may be eligible for

Update Centrelink about changes to your allocated pension portfolio

Ensure Centrelink’s records of your income and assets are correct

Review your investment strategy and risk profile to ensure that it is still appropriate to your needs

Establish whether your estate planning arrangements are in order and appropriate for you