Life after work

People have different ideas about how they're going to spend their time after they retire. It could be anything from spending more time with family and friends, travelling or pursuing those hobbies you've held off on starting while you were working.

Having a financial plan in place will ensure that you make the most of your life after work. Managing money can be a daunting prospect in the best of times. It can become more significant when you no longer have a regular income from work.

A Financial Services Partners Adviser can help you. You don't have to make financial decisions by yourself.

They will assist you with advice on:

  • understanding your current situation
  • identifying your life after work goals
  • turning your investments and superannuation into an income stream
  • identifying any Centrelink entitlements
  • making the most of any gifting.

Your Financial Services Partners Adviser will work with you to develop a financial plan that's specifically tailored to you. They will evaluate your current situation and take into account your future financial and lifestyle goals.

If you're ready to start planning for life after work, we can match you with a suitable Financial Services Partners Adviser who will be happy to begin working with you to create a financial plan that's right for you.

To get started, please use our adviser matching service.

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