Complete Retirement Planning

Innovative resources for the over 50's FIND OUT MORE

More Than Money

Retirement Planning is no longer simply a question of money. People want to know more about the non-financial aspects of retirement. So we’ve made it our business to develop innovative resources for the over 50’s that address all the issues of retirement – not just money. We call it Complete Retirement Planning.

Our Clients

We work with organisations that want to help their over 50’s members, employees and clients enjoy a better retirement.

Building Engagement

The over 50’s expect more than ever before from the organisations they engage with. Research* shows that providing our retirement planning resources is an effective way to add value and improve retention and engagement with this market.

Our resources can be tailored for your organisation’s specific needs and corporate branding.

Contact us to see the exciting things we’re developing, and to talk about how we can help you engage with your over 50’s market.

*The Online Research Unit (ORU) for Retirement Ready, 2017.

Our New Online Program

Retirement Ready
Online Program

Our innovative online Program simplifies everything people need to know for retirement in one end-to-end program. It’s a cost effective way to broaden member engagement, and can be delivered with your Fund’s branding.

Retirement Content

Make your website and member seminars more engaging with our content about the non-financial aspects of retirement. We provide ready-to-use content that can be integrated easily into your existing presentations and communication channels.

ARTICLES

Retirement NOT Ready

Retirement NOT Ready

How can Funds support members who reach retirement without the balance they expected?
Funding The Future

Funding The Future

We’ve long been encouraged to think about our financial future: budgeting, and setting aside money for medium and long terms goals, as well as for our retirement.
The 3 Risks of Retirement

The 3 Risks of Retirement

Running out of money has always been considered the key risk of retirement. But there are three other risks that are equally significant and can undo our life in retirement.
Retirement. How Will Your Members Land?

Retirement. How Will Your Members Land?

Having enough money will always be a critical part of Retirement Planning. But there are other important issues which will determine how people enter retirement.
Will You Lose the Best Years?

Will You Lose the Best Years?

Most of us look forward to retirement as a season of freedom, rest and recreation after many decades spent in the workforce. Yet once we retire, the reality can be quite different.