Retirement Planning

Download Chapter 14 of the Australian Financial Planning Handbook for practical financial planning advice and information on retirement planning.
$ 132.00

(inc. GST)


The Australian Financial Planning Handbook is the authoritative source of information on a range of financial planning issues. Chapter 14 focuses on retirement planning.

This chapter:

  • enables advisers to project the level of savings required to satisfy a client's lifestyle expectations and goals in retirement;
  • assists advisers to develop a retirement plan with a client, managing the transition to the retirement income phase; and
  • maps out basic estate planning strategies to consider when establishing a retirement income.