Phone 1800 444 396
Web brightersuper.com.au
Email info@brightersuper.com.au
Post GPO Box 264, Brisbane QLD 4001


Retirement Health Check

If you’re over 55, have you started to wonder if you’ll be able to afford a comfortable lifestyle in retirement?

You may be starting to ask yourself these kinds of questions.

  • How much money will I need to retire comfortably?
  • When would I like to retire?
  • Is my super growing enough for me to retire comfortably?
  • And if the answer is no, how can I get my super back on track?

Getting a clear answer to these questions can be difficult on your own. That’s why Brighter Super offers a Retirement Health Check service.

Checking that you’re on track

A Retirement Health Check is a 30-45 minute appointment with one of our financial advisers over the phone. They can help you forecast if you are on track to achieve your retirement income goal, based on limited information provided by you, such as:

  • Current financial situation, including salary.
  • Super account balance.
  • Employer and additional contributions.
  • Retirement lifestyle goals.
  • Eligibility for Government Age Pension.
  • Lump sum expenses such as holidays and home renovations.

Following the appointment, you’ll receive a retirement projection report, which is an estimate on whether your super is growing on track to achieve your retirement income goal.

The fee for a Retirement Health Check appointment and report is $330, which can be paid from your super account if you wish.

Book now

To book a 30-45 minute Retirement Health Check appointment with one of our financial advisers, complete our online form, email us on advice@brightersuper.com.au or call us on 1800 444 396.

Deeper analysis with financial advice

For many people, a Retirement Health Check can be a good first step in their retirement planning process. If you are interested in a deeper analysis of your financial situation and future goals, you may want to seek further financial advice.

Find out more about financial advice or call us on 1800 444 396.

 

  1. Brighter Super Financial Advisers are Authorised Representatives of Industry Fund Services Limited (IFS) ABN 54 007 016 195, AFSL No 232514. ESI Financial Services is a wholly owned entity of LGIAsuper Trustee (ABN 94 085 088 484) as trustee for LGIAsuper (ABN 23 053 121 564) trading as Brighter Super. ESI Financial Services provides financial services to Brighter Super members and employers under a service agreement with Brighter Super. ESI Financial Services has engaged IFS to facilitate the provision of financial advice to Brighter Super members. ESI Financial Services has also engaged Link Advice Pty Limited ABN 36 105 811 836, AFSL No 258145 to provide Brighter Super members with access to limited personal advice over the phone in respect to Brighter Super products.

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