Enjoy more retirement choices.

Planning your retirement.

Are you asking the wrong retirement planning questions?

How much money do I need to retire? How long do I have to work before I’m able to retire? How long will my savings last in my retirement? Will I have to sell my house?

These common questions miss the point. Retirement isn’t about what the Australian Bureau of Statistics says is the average retirement pot. It should be about you. It should be about choices.

The first question our financial advisers will ask you is: what do you want your retirement to look like? Once we know the answer, we can get your retirement planning house in order.

Bridging the retirement planning gap.

Most people massively overestimate how far their savings and capital will stretch. Likewise, they grossly underestimate how much they will need to live the retirement lifestyle they want.

Our financial planning advisers provide a vital reality check. We’ll compare the retirement you want with the retirement you’re on track to achieve. Then, we’ll work out how to close the gap.

Whatever path you’re currently on, you’ve got a host of choices to make in the interim. And that’s the key: making the right choices now so you have more choices down the track.

Ask about retirement planning.

Make the right choices now so you have more choices down the track.

A retirement of your choosing.

Carry on working. Go part-time. Do some voluntary work. Go travelling. Buy that boat. Help your kids out financially. There are no right or wrong ways to spend your retirement.

But there are right and wrong ways of planning and achieving the retirement you want.

Our retirement planning process ensures that you retire and, crucially, make your journey to retirement on your terms, making informed financial and investment decisions every step of the way.

Clear retirement planning.

Just as your retirement dream is unique, your retirement plan is too. At least, it is at Scope.

Our financial and retirement planning advisers don’t work on commissions or percentages. We work for you.

And with no preferred investment products or off-the-shelf financial solutions, we’re able to focus solely on making your ideal retirement and retirement transition happen.

Ask about retirement planning.

Are you on track for your ideal retirement?

What retirement goals do you have in mind? What do you want to do between now and when you retire? What do you need to do to retire the way you want to? The sooner you talk to our financial advisers about it, the better the retirement outcome you’ll achieve.