Map your retirement for just $689
Following your Retirement Health Check, we’ll build your Retirement Map to give you a clear picture of your current financial position and how it’s projected to grow over time.
Get the big picture of your financial position
Map my Retirement bridges the gap between high end financial planning and generic super calculators.
We go beyond super to consider your complete financial position. We’ll take the time to understand all your investments and assets so we can illustrate how they might work for your future.
Your Retirement Health Check will cover things like
Current super balances and strategies
Other investments and assets
Debts and repayment schedules
Household budgets and cash flow
What your Retirement Map will show
Your map will show how you are currently tracking towards your retirement. It can confirm you’re on track for the future you want and help you understand how and where changes to your current strategies could benefit you in the future.
See how your superannuation will grow overtime in accumulation. See how more or less contributions can affect the end result, however investment earnings play a part and how your investment risk profile can change the eventual outcome.
In retirement, see how your super balances reduce in pension phase or via lump sum withdrawals. Discover how long it will last and how working a little longer may impact the end goals.
Net worth is the value of your total assets (such as property, shares, cash, super etc) less any liabilities (debts).
Your Map will show you the impact of inflation over time, how your assets will grow and debts can come down. How adding a little money to super or to loans can change the eventual outcome.
Showing any debts reducing and when they are likely to be paid off.
In retirement and how much you will be able to draw from your assets and how long they will last.
Such as real estate and shares.
Showing how much you are currently living on and estimate what you will need in retirement.
If eligible we will show you what you can expect to receive and when.
In retirement and how they will work in conjunction with your ongoing cashflow needs.
Our retirement consultants will help guide your way
Your Retirement Health Check includes a walk-through session with a retirement specialist who will explain your Retirement Map and answer any questions you may have. We can talk through your retirement and investment scenarios so you have a clear picture of how your plans are tracking.
Understand where and how changes to your strategies could help you retire sooner or simply gain the clarity and confidence that you’re on track for the future you want.
Clarity and confidence for your future
Map My Retirement helps take the guesswork out of your retirement planning by providing the answers to questions most pre-retirees have.
Three steps to clarity and confidence for retirement
We start by understanding what you have and what matters most.
Helps make every decision the right decision
With a detailed map of your journey to retirement and beyond, you can make informed decisions about your financial future.
For a small additional fee, Map My Retirement can illustrate the impact that changes to your investments or your life could make, such as:
Your data is secure and confidential
Map My Retirement uses secure cloud storage for your personal data and your Retirement Map, to ensure your private information always remains private.
The {clarity} you need. The future you want.
Take the guesswork out of retirement planning. Book your Retirement Health Check today and start forecasting what your retirement looks like. Gain a clearer understanding of where you’re heading with confidence.