Start planning your perfect retirement in three simple steps

Retirement. It’s all put under this one big label. But scratch the surface and you’ll find there’s a lot more to life’s twilight years than you may realise. Every decade our spending, lifestyles, and needs change. So how do you plan for such a gigantic undertaking? In this episode, we sit down with Rest expert, Pete, and break down the three major stages of retirement – showing you how to prepare for life’s grand finale.

Show notes

Calculator: https://rest.com.au/tools-advice/tools/calculators/budget

Article: https://rest.com.au/tools-advice/learning-centre/super-tips/retirement-planning-checklist

Digital advice: https://rest.com.au/tools-advice/advice/retirement-health-check

Phone advice: https://rest.com.au/tools-advice/advice/advice-phone-form

Article: https://rest.com.au/super/grow-my-super/downsizer-contributions

Disclaimer

Issued by Retail Employees Superannuation Pty Limited ABN 39 001 987 739, AFSL 240003 (Rest), trustee of Retail Employees Superannuation Trust ABN 62 653 671 394 (Fund).  Any advice is general and does not take account of your own objectives, financial situation or needs. Before acting on any advice, consider if it’s appropriate for you. Before deciding whether to acquire or continue to hold this product, consider the PDS, FSG and TMD at https://rest.com.au/tools-advice/resources/pds

Rest Advice is provided by MUFG Retire360 Pty Limited ABN 36 105 811 836, AFSL 258145 (Retire360). Rest Advisers are staff members of Rest and provide advice as authorised representatives of Retire360. Rest Digital Advice is provided by Retire360. Rest Advice may be accessed by members without incurring additional fees for simple phone-based advice. An advice fee may be payable for complex advice and you should read the Rest Advice Financial Services Guide, which you can obtain by calling us on 1300 300 778, before accessing these services.

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