Managed Money
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You might not be ready to receive retirement advice just yet, but our goal for you is to provide the insights, tips and strategies on how to retire right so that when you need advice, we will be here for you.
Each of our newsletter’s are aimed to be packed with:
Actionable tips for growing and protecting your money
Expert insights on retirement planning and financial independence
Timely updates on strategies
Tools and resources to help you make confident financial decisions
When you are approaching retirement, Managed Money is here to guide you every step of the way.
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Planning for retirement isn’t just about saving—it’s about understanding where you stand today and preparing for what’s ahead.
The Estate Planner is a diagnostic for your situation today. It will ask you a number of questions and provide feedback on your individual situation. It will look at how well prepared you are.
There is no obligation to do anything as a result of the Estate Planner, it will simply provide an analysis and some suggestions, what you do from there is up to you.
🧮 Financial Readiness
How much money do I need to retire comfortably?
Will my superannuation be enough?
What income sources will I have in retirement (super, pension, investments)?
How do I create a retirement income stream?
📅 Timing & Planning
When should I retire?
What’s the best age to access my super?
Should I transition to retirement gradually or all at once?
🏠 Lifestyle & Living
Where will I live in retirement?
Should I downsize or stay in my current home?
How will I spend my time in retirement?
🛡️ Risk & Protection
How do I make sure I am not being too ‘risky’?
Do I need insurance in retirement?
What happens if I need aged care or medical support?
🧾 Estate & Legacy
Do I need a will or estate plan?
How can I make sure my assets go to the right people?
What are the tax implications for my beneficiaries?
🧰 Tools & Support
What tools can help me plan for retirement?
Should I speak to a financial adviser?
How often should I review my retirement plan?