In our September 2022 issue we look at new consumer research on how much you need to save for retirement; taxation on personal insurance and how behavioural bias impacts investment decisions.
The consumer research issued by SCA provides retirement planning rules of thumb. While they are a useful starting point, they are no substitute for a personal plan.
At Experien Financial Services we have a bespoke, sophisticated, actuarial modelling tool that helps remove the need for guesswork. We run 1000’s of scenarios, based on a 100 years of past investment data and our economic forecasts, overlaid with longevity scenarios, to determine how much you need to meet your retirement goals, based on your personal circumstances.
Contact us to help you determine and meet your financial goals with confidence.
CLICK HERE to read the September 2022 Newsletter
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This information is current as at Sept 2022 and includes contributions from external sources. This article is intended to provide general information only and has been prepared without taking into account any particular person’s objectives, financial situation or needs (‘circumstances’). Before acting on such information, you should consider its appropriateness, taking into account your circumstances and obtain your own independent financial, legal or tax advice. You should read the relevant Product Disclosure Statement (PDS) before making any decision about a product.
