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

Learn more about what this consultation offers and if it’s right for you

In our work with thousands of Australians we have found most are able to make some simple changes that can improve their financial circumstances. Changes that can result in them getting more Government entitlements, ensuring they take advantage of the often complex rules surrounding super or gaining confidence with their retirement plans.

However, we also know it can sometimes be confusing and difficult to get started. Which is why we are offering limited opportunities to have a quick obligation free 10 minute call with one of our Advisers.