A clearer retirement snapshot you can review, refine and take into advice.
The report brings the staged inputs together into a plain-English education report: household details, assumptions, projection timeline, pressure points and adviser-check questions.
Inputs summary
Shows what was entered across spending, household details, super, income targets, timing and assets.
Projection timeline
Shows age-by-age retirement income, Age Pension estimate, drawdown pressure and super balance movement.
Warnings and checks
Highlights where assumptions need advice, Services Australia confirmation, tax checks or further modelling.
What the paid PDF is designed to do.
Bring the story together
The report connects spending, timing, super, other assets, income sources and Age Pension estimates into one readable household snapshot.
Make assumptions visible
It does not hide the inputs. It shows the assumptions that matter so the household can refine them or take them into an advice conversation.
Prepare better questions
The report points to areas that may need official checking or personal advice, such as Services Australia rules, tax treatment, super access and drawdown choices.
Keep the next step simple
The current paid step is a simple $29 one-report unlock. The PDF is emailed to the address entered during the report request flow.
Ready to create the snapshot?
Start with the free staged inputs. When the assumptions look reasonable, unlock the emailed PDF report and use it as an educational preparation document.
Helpful guides before you pay
- Age Pension guide — assets test, income test, deeming and official-source cautions.
- Super and retirement timing — preservation age, Age Pension age and timing trade-offs.
- Bridge years planning — the gap between stopping work and pension age.
- Retirement income planning — spending targets, income gaps and drawdown pressure.