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Planning to retire well

So you’re ready to retire – congratulations!

A Catholic Super financial planner can take you through everything you’ll need to retire well, including:

  • helping you start an income stream from your super once you’ve finished working
  • reviewing your current situation and providing you with a plan as to what your retirement could look like, including any steps necessary to achieve it
  •  considering any Centrelink benefits you may be eligible for, and a plan that will ensure those benefits (where applicable) are maximised
  •  ensuring your retirement plan is tax effective
  •  considering your estate planning needs.

Note that if you have a defined benefit scheme, we can also explain what happens when you retire, how much your scheme will be worth, and include this amount in any retirement strategy recommendations we provide for you.

Ready to start your next chapter?

We’ll help you take the guesswork out of your decision-making, create a plan, and put it into action – so you can achieve your best possible retirement.

Get advice

Regular reviews, so you stay on track

Once your plan is created, we recommend that you arrange additional check-ins with your financial planner from time to time to help ensure your plan is on track and continuing to deliver what you need for your retirement.

For all your advice needs

If you’ve got a question or you’re not sure where to start, our team is here to help. Plus, we can refer you to one of our qualified financial planners if you need financial advice. 

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