For many Australians, retirement is no longer a sudden stop. Increasingly, people are choosing a phased approach – working part-time before leaving the workforce completely. The Shift in Retirement Patterns According to the ABS, the average age of retirement is about 61.4 years. However, the intended retirement age is higher – about 65.4 years.* This […]
When people think about retirement, they often focus on the dollars. Yet research shows most pre-retirees have major blind spots – and they aren’t financial. The Numbers Behind the Gaps A National Seniors study found that 62% of pre-retirees have a financial plan. Only 24–27% have a health plan, and just 17–26% have lifestyle or […]
Superannuation isn’t just about saving a lump sum – it’s about turning that money into a reliable income stream when you stop working. Yet research shows that 65% of pre-retirees don’t even know if their fund offers retirement income products.* From Lump Sum to Paycheck When you retire, your super can be accessed in two […]
Australians in retirement often report being satisfied and financially comfortable. Yet, those still in the workforce feel much less confident about their future. This mismatch – known as the “confidence gap” – is one of the biggest challenges facing pre-retirees today. What the Research Shows Challenger’s Retirement Happiness Index (2024) found that 80% of retirees […]
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Thankfully, we make your next step easy. It’s as simple as telling us what you’re looking to achieve and the type of support you want. You talk, we listen.
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(PO Box 489, Croydon Vic 3136)
03 9725 2533
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