Retiring in a few years? The ASFA/Westpac March 2008 Survey puts the lifestyle and comfort needs of the average couple at $49,502 p.a. Ensure your super gives you a great retirement budget. Here's how:
Get a retirement financial plan
Our financial planners meet with you to discuss your super benefits, and how to achieve your desired retirement income. Get a detailed super financial plan to ensure your super can give you the retirement lifestyle you want.
A financial planner can work with you to:
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Establish your current financial position and identify your goals and objectives
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Develop and recommend a super strategy for you
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Help you put your super strategy in place
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Adjust your strategy to ensure it continues to meet your super retirement needs.
Call us to set up an appointment
Call us on (03) 9911 3222 (regional 1300 300 820) or fill in our Online Form if you'd like to be contacted by a financial planner.
Fast track your financial planning process: download and complete your Financial Questionnaire. Alternatively we will send a Finance Questionnaire to you when your financial planning appointment is confirmed.
We are run only to profit members. Financial advice is simply one of our comprehensive member services, part of our commitment to you. It is provided at no cost. Our financial advisers and consultants receive no commissions or bonuses.
