Explore our Retirement Profiles

Every member’s journey to retirement is unique, shaped by individual goals, circumstances, and aspirations. Setting yourself up for retirement might be daunting, but seeing how it could be done by people in similar circumstances to you, could make it easier.

This page offers various hypothetical case studies of common member profiles to help you explore retirement options. These profiles show some of the steps people like you have taken to make the most of their superannuation, the considerations they have made, and the potential outcomes. 

Whether you’re just starting to think about retirement or looking to fine-tune your plans, you might see a reflection of your own situation in these examples. While these profiles provide valuable insights, they’re only designed to be a starting point.~ 

For tailored guidance that fits your specific needs and goals, we encourage you to get in touch with us on 1300 033 166. Our team is here to help you take the next steps towards a confident and comfortable retirement. 

Retirement Profiles

We’re homeowners at retirement

I’m a homeowner at retirement

I’m / We're renting at retirement

John & Kate
Retiring age 65

Our goal
Make our super last as long as possible.

Our concern
Goal income of $65,000.

Combined super
$670,000.

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Thomas
Retiring age 67

My goal
Financial certainty.
 

My concern
Outliving my super.

Super
$300,000.

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George
Retiring age 67

My goal
Certainty around my income.
 

My concern
Market volatility.

Super
$250,000.

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Charles & Liz
Retiring age 60

Our goal
Stay in our current home.

Our concern
Overwhelmed and anxious.
 

Combined super
$900,000.

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Harriet
Retiring age 60

My goal
Living comfortable in retirement.

My concern
Flexibility to make withdrawals.
 

Super
$600,000.

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Tim & Betty
Retiring age 65

Our goal
Maximising our savings.

Our concerns
Paying rent once we stop working.

Combined super
$800,000.

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Jane & Eric
Retiring age 67

Our goal
Afford to spend earlier in retirement.

Our concerns
Market volatility and lack of flexibility.

Combined super
$1,2Mill.
(Mortgage $100k)

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