ABOUT THIS EPISODE
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:
Product 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 and TMD at rest.com.au/pds.
The cost of providing financial services is included in the fees as disclosed in the relevant PDS. Rest and the Fund do not charge additional fees or pay or obtain commissions for advice provided. Rest employees are paid a salary and do not receive commissions or fees for the advice provided to you. They may receive a performance related bonus that takes into account the financial services provided. Super Investment Management Pty Limited, a wholly owned company of Rest, manages some of the Fund’s investments. Rest has no other relationships or associations with any related body corporate or product issuer that might reasonably be expected to influence Rest in providing financial services. For more information, contact us at rest.com.au/contact-us.
Rest Advice is provided by MUFG Retire360 Pty Limited ABN 36 105 811 836, AFSL 258145 (Retire360). It consists of advice provided by Rest Advisers who are authorised representatives of Retire360 and Digital Advice (Contributions Optimiser, Retirement Health Check and Investment Choice Solution). Rest members can access Rest Advice without incurring additional fees for simple financial advice about their Rest account. An additional fee is payable for complex advice. We will inform you about any additional fees before the advice is given. Refer to the Rest Advice and Retire360 Financial Services Guide for further information.
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