Your retirement strategy session

You have a practical place to start.

Bring your preferred retirement timing, a rough spending estimate and the questions you want the plan to answer.

Prepare for a useful first conversation.

You don't need every answer. A clear goal and the financial information you already have are enough to begin.

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What to have in mind

Three rough inputs give the session a useful starting point.

01 · Timing

When would you like to retire?

Bring a date, age or rough range for when you would like work to become optional.

02 · Spending

What should retirement income cover?

Estimate regular living costs and larger plans such as travel, home projects or helping family.

03 · Finances

What supports the plan today?

Bring current super, investments, cash, debt and contribution details where available.

Write down the questions you want answered.

The strategy session can explain the information, advice scope and next steps relevant to your retirement plan.