How is your super going, ready for retirement?

How realistic are your goals?  Tools on this site will help you monitor how you're going.  Click on the Financial Tools / Calculator button to login, or register, to use this powerful resource.

   

 

Most Baby Boomers have missed out on a life time of superannuation contributions which leaves many with a gap between how they'd like to retire compared to what their assets can deliver.  This is not uncommon, see article below titled 'Lack of literacy promotes unrealistic goals'.  Often a better understanding of your position, and given some time, is like turning on a light and is a call to action.  For many this might even mean seeking professional help.  

Preparing for the retirement you want is complex and often difficult.


On this website there are tools you can use to review how your Superannuation is going compared to your retirement goals.  These Tools are available 24/7 and are accessed via the Financial Tools / Calculator button.  All you need do is enter the information required (this might take a bit as no one's life is that simple) and the software will automatically fill, where it can, some of the forms for you.   

Once done you can go to the Toolbox and modify the Super Optimiser tool to see what might be needed to be retirement ready.  While doing this you can ask you planner or accountant a question or two using the contact form on the right.

You can also prepare a budget and analyse your cash flow at the same time.  24/7 access is also very handy.

Also all information you enter is available when you next login.  This means you can build a very accurate picture of your financial position over time.  Once done then this information is readily available to you by simply logging back in to our site at any time of the day or night.

Don't forget either that time is important when building a 'nest egg' so offer these tools to your children as well.  Every little bit helps.

Finally, if you have any questions after using this resource then simply ask us as we can help.

 

Your financial planner

 

 

 

 

Any advice contained in this website is of a general nature only and does not take into account your circumstances or needs. You must decide if this information is suitable to your personal situation or seek advice.

Rolanda has been my financial adviser for 20 years. I have always found her to be highly intelligent, knowledgeable and professional in her career. Rolanda is accessible at all times and patiently explains terms that I do not fully understand. I can highly recommend Rolanda and it is a pleasure to do so. I do this with the utmost confidence. Marcia Montgomery (Retiree – home duties and ex-clerk with Water Board)
I retired Oct 2012, and seeking Financial Advice for my retirement funds, I decided to have Rolanda look after my financial affairs, and so happy I did. Since my retirement I am extremely comfortable with Rolanda’s advice, experience and strategies and the returns on my investments. Rolanda is my "Breath of Fresh Air" at this stage of my life and she makes herself available 24/7 should you need to talk with her. Steve Hoad (Ground Engineer, Qantas)
In 1997 I left Energy Australia and decided to join Rolanda Adams Financial Services for the financial support and advice that I would need into the future. That decision has proved a very good one and I am still with Rolanda who has given me advice and friendship over those many years. The advice given has ensured that my investments have been protected and the major losses, of some, during the GFC was not felt by me unduly. Rolanda and her team are very easy to contact at any time and one is always received in a most professional manner. I would be most happy to recommend Rolanda Adams Financial Services to all who need financial services. Graham Fleeton (Manager, Property Insurance Group Energy Australia (Ausgrid))
Rolanda has been my Adviser for the past 18 years. Through her wide industry experience and professional expertise she has ensured the sound development and ongoing management of my investments. Her advice has invariably been sound, timely and entirely tuned to meet my personal needs in retirement. She has a friendly, engaging manner and is always readily available to address any of my concerns. I have no hesitation in recommending her. Neil O'Keeffe (Chief Inspector (retired), Australian Customs Service)

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