Designing a Lifestyle-First Retirement
Retirement isn’t just about numbers – it’s about designing a life that feels meaningful and fulfilling.
Beyond the Budget
Research by Allianz Retire+ shows that purpose and wellbeing are central to retirement satisfaction.*
Defining Your Life Buckets
• Adventure (travel, experiences)
• Connection (family, volunteering)
• Wellbeing (health, fitness)
• Contribution (mentoring, legacy)
Case Study
Sue and Greg downsized at 63, freeing equity. They set aside a travel fund, built a weekly family routine and added volunteering. Their retirement is meaningful, not just financially secure.
By focusing first on lifestyle and then aligning finances, you create a retirement that is both secure and satisfying.
References
• Allianz Retire+. How Do We Make Retirements More Epic? Research Report, 2024.
Disclaimer: This information is of a general nature only and does not constitute advice. It has been provided without taking account of your objectives, financial situation or needs. Because of this, we recommend you consider, with or without the assistance of a financial adviser, whether the information is appropriate in light of your particular needs and circumstances. Hendrie Financial Strategies is a corporate authorised representative of the Madison Financial Group Pty Ltd, Australian Financial Services License No 246679, ABN 36 002 459 001.
