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Make a Retirement Plan
Your Vision Super financial planner can help you to identify super strategies and options that best suit your retirement income needs. To clarify your goals, print and complete your list and take it along with you to your planning session. More |
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1. Identify your current financial position and needs |
2. Set yourself financial and retirement goals
Consider the timeframe in which you want to retire, and your planned retirement income and expenditure. |
3. Plan a super budget that will help you meet them
Your retirement income might need to last another 20-30 years, and your financial situation is likely to change in retirement. Start planning your budget now. |
4. Identify your long-term ‘risk profile'
The super investment options you select should be determined by a number of factors. This includes your risk tolerance, investment timeframe and income needs. |
5. Explore investment strategies and options to manage your retirement income.
Investment returns and income drawn determine how long your funds will last in retirement. |
More options:
Call our Member Services Team on (03) 9911 3222 (regional callers 1300 300 820) for more information.
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