Reach your goals

This video features UniSuper Advice financial adviser Dale Eriksen talking about retirement planning and how to work out whether you’re on track to reach your retirement goals.

No matter whether you’re close to retirement age or many years away, it pays to define what you’re aiming for. Here are some basic steps you can follow to help you work out whether you’re on track or whether you need to make some adjustments to achieve your goals.

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    Set your goals

    Setting both short- and long-term lifestyle goals can be a useful exercise, both personally and financially.

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    Are you on track?

    Once you know what your savings goals are, the next step is to consider whether you’re going to reach them.

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    How much will you need?

    Many people think about super as a lump sum to be cashed in and spent at retirement. However it may be more useful to think of retirement savings as a way to provide a long-lasting income in retirement.

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    Ways to maximise your super

    Once you’ve set some goals for what you’d like to do in retirement and worked out an estimated budget, you can look at strategies to maximise your super savings while you’re still working.

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