Suite 8 / 260 Auburn Road, Hawthorn 3122
Phone: 03 9214 4100
Fax: 03 9818 6008
enquiries@trumpetfinancial.com.au
 
 
eWombat Search
 
Hot Issues
Business confidence hits 5-month high: NAB
New Year resolutions, New Year strategies
How will downsizer contributions work for SMSFs?
Where Australia is at. Our leading indicators.
‘Read the tea leaves,’ brace for cryptocurrency regulation, advisers told
Power of retiree super dollars
Beyond share prices
Financial advice is the leading trigger to review insurance inside Super
Opinion – 2018 to be the year of the machine
Rising risks to the status quo
UPDATE: Australia's vital statistics
As share prices rise, the risk-return trade-off gets tricky
Technical expert flags top 3 traps with CGT relief
Become a better investor through your holiday reading
Australia's vital statistics
Made in Albania? How globalisation is creating challenges for Chinese policymakers
Our Advent calendar for 2017
For the young it a question of engagement
Address Under-insurance at Personal Finance Level - Global study
Realism vs reality - working part-time as retirees
SMSFs warned on ‘ticking time bomb’ with outdated deeds
Statutory wills are underutilised in estate planning
Articles archive
Quarter 4 October - December 2017
Quarter 3 July - September 2017
Quarter 2 April - June 2017
Quarter 1 January - March 2017
Quarter 4 October - December 2016
Quarter 3 July - September 2016
Quarter 2 April - June 2016
Quarter 1 January - March 2016
Quarter 4 October - December 2015
Quarter 3 July - September 2015
Quarter 2 April - June 2015
Quarter 1 January - March 2015
Quarter 4 October - December 2014
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


 


 


 




17th-September-2017
Trumpet Financial Pty Ltd ABN 11 443 516 384 Corporate Authorised Representative (No 327756) of Aon Hewitt Financial Advice Limited AFSL 239183 ABN 13 091 225 642
Registered Address: Level 33  201 Kent Street, Sydney NSW 2000 | Sitemap | Disclaimer | Privacy Policy | About Aon Hewitt Positioning