Your Retirement Forecaster
Why use the Retirement Forecasting Service?
It is hard to know how much you can safely spend and how much you need to put aside when you don’t know for sure how long your money needs to last. You might live longer or shorter than average, investment markets will go up and down and unexpected events can send our well laid plans off track.
Our retirement forecasting tools can help you to understand the options and rules to better enjoy your retirement including providing answers to the big questions that worry most retirees.
Customer feedback
Targeted and time effective. Got straight to the point, defined our queries and answered them, with options presented concisely and candidly.
Clear concise information that was easy to understand. The use of the calculator to input different variables to explore different scenarios is most helpful.
Best advice I have received over the last 3 years. Very professional and knowledgeable taking us through a number of different scenarios and built on Nicole’s earlier work.
Friendliness, knowledge and ability to allay my concerns with solutions conveyed in easily understood plain English.
Thorough, understandable explanations that took my life values into account. Was spoken to respectfully. Sharon had excellent knowledge with a reassuring ongoing plan for future actions. I felt very empowered after our chat and will definitely be speaking again.
Meet our friendly team of advisers
Not sure what you need? That’s okay, we’re still happy to help.
Book a FREE 10-minute phone conversation to determine which of our services best suits you.
We know it can sometimes be confusing and difficult to know how to get started so we are happy to have a quick, obligation free, 10 minute call with you to understand your needs and match them with our most appropriate service.
Simply select a date and time on the calendar that suits you to secure your booking.
Please note as these calls are a free service, they are only available to callers within Australia. You are welcome to call us on our international number +61 2 8067 9222 and our dedicated call centre team will be able to answer any questions you may have about our services.
