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Are you retirement ready?

Are you retirement ready?. Did you know…?. Australians have a $1 trillion shortfall in retirement savings? 1. More than two in three Australians aged over 55 feel overwhelmed by their super and retirement finances 2 .

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Are you retirement ready?

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  1. Are you retirement ready? Did you know…? Australians have a $1 trillion shortfall in retirement savings?1 More than two in three Australians aged over 55 feel overwhelmed by their super and retirement finances2. More than onein three Australians believe they’re unlikely to be able to maintain their lifestyle in retirement3. Sources: 1. FSC’s Longevity Savings Gap Report September 2012. 2. Core Data Post-retirement Report September 2013. 3. ABS Life Expectancy Tables

  2. Get prepared with Bridges’ top five retirement tips How much do you really need to live comfortably? Does your investment strategy match your plans? Are you making the most of your super? Have you considered transitioning to retirement? Seek advice

  3. How much do you really need to live comfortably? • How much is enough? • Dreaming of a modest or comfortable retirement? • Can you rely on the age pension?

  4. Does your investment strategy match your plans? • How is your super invested? • What’s right for you? • Are your retirement savings at risk?

  5. Are you making the most of your super? • Do you have lost super? • Are you eligible for the government co-contribution • Will salary sacrificing save you tax?

  6. Have you considered transitioning to retirement? Would you like to… • reduce the number of hours you work or… • boost your super?

  7. Seek advice • Don’t leave it to chance • Get prepared today • Ask a professional financial planner

  8. Get prepared today • Find out more about the top five retirement tips • Visit www.bridges.com.au/retirementready

  9. Ask a professional financial planner Bridges Financial Services Pty Limited (Bridges). ABN 60 003 474 977. ASX Participant. AFSL No 240837. Bridges is part of the IOOF group. In referring members to Bridges, your financial institution does not accept responsibility for any acts, omissions or advice of Bridges and its authorised representatives. • To make an appointment with a Bridges financial planner ask a friendly staff member • The initial consultation is complimentary and obligation-free

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