It’s our intention to offer people the most comprehensive range of retirement planning tools available in Australia.
To this end we have just produced a 36 page retirement lifestyle planning work book. This is a book which assists people to prepare their own detailed retirement plan. Rather than just focussing on money, our book offers questions and advice in areas covering: handling change; your retirement goals; finances; health; relationships; and finding happiness.
While it won’t produce a detailed financial plan, if you give a completed version of the book to a financial planner, it will make it much easier for him/her to produce a financial plan that can fund the lifestyle you want.
This work book is initially being used by super funds, but we intend to make it available to download from our web site from early next year.