Transition to Retirement Calculator


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Transition to Retirement Recent Posts

Your TTR Financial Plan for $995.00

Have you considered the cost of advice? 

Drop into a bank or give your Superannuation fund a call and find out the costs of advice. If they are upfront about costs, they will quote between $1,750 and $3,500. They could also be evasive and say that they dont know how much work etc is involved and need to meet with you. 

lets get this straight. Transition to Retirement is straight forward. It is not complicated and you shouldn't pay these sorts of costs for something that is relatively straight forward.

Becuase LifeTime Financial Group do hundreds of Transition to Retirement strategies, we can produce a detailed strategy advice document for $995.00 (GST Inclusive). 

LifeTime Financial Group will provide you with a detailed strategy advice document that;

  • Is specifically tailored to you and your personal circumstances
  • Clearly shows you in dollar terms how much more you will have once you have set up your “Transition to Retirement” strategy
  • Calculates and identifies the maximum contributions you can make without losing any of your current take home pay
  • How a “Re Boot” strategy will boost your retirement benefits even further and
  • Identifies the types of investments you should be making based on your personal feelings (your risk profile) towards investing in Australian and International Shares, Cash, Fixed Interests and Property
How much are you paying right now in management fees on your existing superannuation arrangements?

If you would like us to, and at no additional cost, we can analyse the costs of your current arrangements and make recommendations on how to lower your overall costs using a number of strategies including alternative lower cost platforms or stopping the payment of commissions to advisors who never do anything for you.

This alone has saved our clients in excess of 0.30% per annum. On an average Superannuation benefit of $150,000, this is an additional ongoing annual saving of $450 per year.