Now that you’ve decided to retire, follow these seven steps to help us help you.
Call Member Services on (03) 9911 3222 (regional 1300 300 820). We’ll send you a financial questionnaire to complete before your interview. You can also download the questionnaire.
- Complete and return the questionnaire to us. We will arrange a suitable time and send confirmation of your appointment in writing.
- Attend a meeting with one of our financial advisers. You can come to us or we can come to you (subject to availability)
- A detailed plan taking into account your financial situation will be created and a second meeting arranged to present the plan.
- If you are happy with your plan, you can implement it. Our financial advisers can assist you with any paperwork involved, as can our Member Services team.
- Fine-tune your plan if necessary. Our financial advisers will help you work through final details.
- It’s important to review your financial plan over time as your personal financial situation changes.
Retirement planning interviews are especially designed for members who are retiring in the next twelve months.
