Retiring can be costly.
The annual income of a retiree to live comfortably is $73,031 for a couple and $51,814 for someone who is single (per ASFA retirement standard September 2024).
Why are you seeking advice?
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What outcomes are you hoping for?
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Any concerns that have prompted you to seek advice?
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Have you seen a financial advisor recently?
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Yes, currently engaged
Yes, not currently engaged
No
If Yes, please provide details
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Did you know?
ASFA RECOMMENDS THAT RETIREES NEED AT LEAST $595,000 IN SUPER FOR A SINGLE PERSON AND $690,000 IN SUPER FOR A COUPLE FOR A COMFORTABLE RETIREMENT
Are you currently employed?
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Yes
No
When do you plan to retire?
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Please Select
Less than 2 years
2 - 5 years
Greater than 5 years
Please provide details of any social security income...
What level of superannuation do you have?
What are your current living expenses per year?
Assets outside of super
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Property
Shares
Other
None
Value of above assets outside of super?
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Please Select
Under $500,000
Between $500,001 - $1,000,000
Over $1,000,000
Level of non-employment income (e.g. rent and dividends) outside of super
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Please Select
Less than $20,000
Between $20,001 - $50,000
Greater than $50,001
Current Mortgage and other debt?
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Please Select
Nil
Less than $50,000
$50,001 - $250,000
$250,001 - $500,000
$500,001 - $999,999
$1,000,000 or greater
The information provided in this application shall not be shared to anyone else and is kept confidential
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Name
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First Name
Last Name
Email
example@example.com
Phone Number
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Please enter a valid phone number.
What is your availability for contact?
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