Video: Retirement planning checklist

About the author:

Terri Bradford
Author name:
By Terri Bradford
Job title:
National Manager Wealth Management
Date posted:
14 March 2019, 1:30 PM

It's never too early to start planning for retirement. One in two Australians are not confident they will have enough saved to enjoy a comfortable retirement.

So what should you think about when planning for retirement? We highlight five key considerations:


Where to from here?

  • Maximise your superannuation contributions (talk to your adviser about the strategies most appropriate for you)
  • If you don’t already have one, consider how a self managed super fund may help you take control of your superannuation
  • Think about how you can take advantage of Transition to Retirement strategies
  • Review your investment strategies and consider how your risk profile has changed
  • Review whether your portfolio is set for retirement
  • Talk to your adviser about reducing or eliminating debt
  • Implement or review your wealth protection plan
  • Review your estate plan

Find out more

Now more than ever it is important to understand the issues you may face in retirement. Download our "Guide to financial independence brochure – Life begins at ..." for more information or call a Morgans adviser in your nearest branch to discuss your options in more detail. 

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