Tailor a personally planned retirement
At Heritage we put People first no matter what life stage you are at. Whether your goal is to retire in 10 years or 40, the time to start planning is now. Heritage can personally tailor a plan that taps into a range of quality investments.
Boost your retirement savings
Most people's retirement funds are made up of superannuation and personal savings.
While it's an excellent investment, superannuation can't be guaranteed to fully fund your retirement and many people choose to top it up.
A Heritage savings or investment account is a great way to get your retirement savings started to give you financial peace of mind for the next stage of your life.
How much will you need?
It's impossible to know exactly how much you'll need but you can make some educated estimations. A good way to work out an amount is to estimate how many years you're likely to be retired.
Having a good idea of where you'll live will help you work out a more accurate figure. Will you own your home or rent? Move to a retirement village or perhaps share with family or friends?
Calculate the expenses you'll incur each year considering the lifestyle you expect to enjoy. Now compare this annual cost to what you're likely to get from superannuation. If you're pulling up a little short you'll need to come up with a way to top up your super.
Our calculators may be able to help you plan for your future retirement dreams.