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Planning to retire

Retirement is an exciting time.  It’s a good time to plan ahead and make your super work harder for you and work out how much money you need when you stop working.

Before you decide how you handle your retirement income, you’ll have to ask yourself some questions about your retirement goals. And we’re here to help you answer them.

Get a Retirement Health check

Don’t have much super and want to know if you’re eligible for the Age Pension?  Find out in 30 minutes with our complimentary Retirement Health Check provided by one of our financial planners.

If you book a Retirement Health Check, we will:

  1. Arrange a Zoom call or phone call with you at a convenient time – 30 to 45 minutes is plenty.
  2. Consider your current super balance, any contributions you make or receive, when you plan to retire, how much income you’ll need in future, and how the Age Pension could help you. If you have a partner, we can include them too.
  3. Create a projection of your future savings and how long they’re likely to last.

By the end of the call, you’ll know if your super is on track for your retirement.

Plus, we’ll give you a copy of your projection and a short report about the meeting.

We’re here to help. So let’s talk.

If you have any questions, please don’t hesitate to call our Member Services Team on 1300 360 988, or email us.