FUTURE READY

Get ahead of your retirement

Be on track to retire with confidence knowing you’ll have enough money to continue living the life to which you’ve become accustomed.

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Live the life you want in retirement

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You’re mortgage-free and sitting pretty. But retirement is drawing closer and you’re not sure what life will look like once you stop working. An enable.me coach can help you estimate what you’ll need in retirement and the best strategy for managing your wealth. Saving for retirement might seem like a daunting task, but it doesn’t have to be.

What your coach will focus in to get you ready for retirement

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Money habits

MONEY HABITS

Identify your spending habits, work to develop a wealth mindset and set a financial strategy to help you meet your financial goals.

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MANAGING YOUR FINANCES

CASHFLOW MANAGEMENT

Understand current areas of spending and fritter and establish systems to better manage expenses and maximise cash surplus.

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PREPARING FOR RETIREMENT

RETIREMENT MANAGEMENT

Estimate future cash flow requirements, the phasing of retirement cash requirements and the impact on your wealth management plan.

WEALTH PLANNING

Estimate what you’ll have saved by retirement and determine the appropriate split between property and non-property assets to grow wealth.

INVESTMENT PLANNING

Assess how managed funds could be used to grow your wealth, review current investments, and create an investment plan for your retirement that considers your risk profile and preferences.

ESTATE & SUCCESSION PLANNING

Discuss how to protect your assets and establish how and when you would like to distribute wealth to your intended beneficiaries.

WEALTH DECUMULATION

Plan how you will draw down your capital to provide an income for your retirement and help you understand the phases of retirement spending.

EXECUTION & ACCOUNTABILITY

Quarterly progress meetings and ongoing check-ins to review progress, troubleshoot problems and refine your plan to ensure it remains fit for purpose.

The benefits of working with enable.me

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Think big? Get help from our financial coaches today!

Hear what our clients have to say about their experience with enable.me

“enable.me helped me realise I could do more to make sure my future is financially secure, and that retirement is not something to fear”
enable.me client

The latest news

The latest news, ideas, and insights to help you make the most of your finances.

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