Can I retire?
A simple checklist for Australians aged 50 to 65. Work through it below and Katherine will be in touch to talk through where you stand.
What the checklist covers
Five areas, each with a short set of statements to tick:
- Financial readiness: your super, income needs and how long your money needs to last
- Retirement options: when you can access super, pension and lump sum choices, tax
- Risk management: insurance cover, unexpected expenses, health and aged care costs
- Structure and tax: how your assets are structured and what that means for your goals
- Personal readiness: what retirement looks like for you and whether you and your partner are aligned
Work through it at your own pace. You do not need any paperwork to get started.
Complete the checklist
Tick the statements that are true for you today and leave the rest blank. Add your details and Katherine will be in touch to talk through the gaps.
This checklist contains general information only and does not consider your personal circumstances.
Prefer to talk it through?
The next step is a simple conversation. We take the time to understand your situation and help you make informed decisions about your retirement.
Or call us on 08 8299 9927.