Start your self-assessment by ticking the boxes:
“I see that you are well into your retirement years. A retirement income stream, estate planning and aged care are often priorities at this time.”
“I see that you are at the age where Transition to Retirement could be valuable to you.”
“I see that you are at or near the age of first access to your super. Maybe it’s time to start thinking about the new phase of your life called retirement.”
“I see that you are under age 55. You have time on your side to invest for your goals and save for retirement, but only if you take advantage of it with a well thought out plan for the future.