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Preparing for retirement made easier with My Retirement Planner™

My Retirement PlannerTM helps you maximise your savings for retirement. More than just a planning calculator, it provides different scenarios and shows how you can reach your retirement goals.

We’ve made it easy to use, just enter a few details and choose the lifestyle options you want in retirement. If you find there’s a gap between where you are and where you want to be, simply adjust your numbers to improve your position.

The tool gives you the power to include assets outside of super, your spouse’s details and Government Age Pension entitlements. When you’re done you can download a report of your results.

It’s a great tool to use in between visits to your financial planner, or to help prepare for your next appointment.

Helping you and your adviser access and connect with our Client Online Portal

Recent enhancements to our Client Online Portal now make it more straightforward to receive and approve correspondence and important documents securely. And for your adviser too, important actions they perform on your behalf are now easier, including:

  • Adjusting contributions and investment options
  • Tracking the status of transaction requests
  • Requesting your review and approval of their activity on your account


Practical, easy, super helpful.

Book your next appointment

Your financial planner can answer any questions or discuss topics or insights in this newsletter at your next review. Book a call back or call us on 1300 192 602 to book your next appointment.

Disclaimer

This is general information only and does not take into account your specific objectives, financial situation or needs. Seek professional financial advice, consider your own circumstances and read our Financial Services Guide, any relevant product disclosure statement & Target Market Determination, before making a decision. Call us or visit our website for a copy.

Issued by Aware Financial Services Australia Limited (ABN 86 003 742 756, AFSL No. 238430), wholly owned by Aware Super (ABN 53 226 460 365) whose trustee is Aware Super Pty Ltd (ABN 11 118 202 672, AFSL 293340). For customer service please call 1800 620 305. Financial planning services are provided by Aware Financial Services Australia Limited, ABN 86 003 742 756, AFSL No. 238430. Estate planning services are provided by Aware Super Legal Pty Ltd (ACN 606 835 170), an Incorporated Legal Practice.