Time for a retirement check-in?
Call us on 1800 682 626 or use this online booking form to select a time that works for you – one of our specialists will give you a call when it’s time for your check-in.
What we’ll talk about
Exactly what we cover in your check-in will depend on your needs, and whether you’re nearing retirement or already retired.
- Approaching retirement? We can cover:
- When you can access your super
- How to determine your retirement income
- Your options as you transition to retirement
- Nominating beneficiaries
Already retired? We can cover:
- Reviewing your investment choices
- Making sure your retirement income payments are working for you
- Checking your beneficiary nominations










