Australians preparing for retirement now have access to a new planning resource designed to help clarify financial readiness before making long-term retirement decisions.
-- Approved Financial Planners Pty Ltd, a Western Australian financial planning firm with over twenty years of experience, announced its new retirement readiness assessment tool. The launch is part of its broader focus on supporting individuals nearing retirement who want a clearer understanding of their financial position, priorities, and planning gaps ahead of professional advice.
Access to the tool is available at https://www.approvedfp.com.au/services/retirement-planning/
Retirement planning often unfolds over several stages, each presenting different considerations and risks. For many Australians, years of saving through superannuation and property investment lead to a period where questions about income sustainability, tax exposure, and future lifestyle become more pressing. These decisions tend to carry greater consequences during the transition from working life into retirement.
Approved Financial Planners notes that most Australians often reach this stage with accumulated assets but limited insight into how those resources can support future spending needs and long-term goals. The assessment tool is intended to help individuals review their financial position, identify planning gaps, and clarify retirement priorities before beginning in-depth advisory discussions.
“Many people come into retirement planning with a sense of uncertainty,” said Daniel Stevens, Managing Director at Approved Financial Planners. “Having time to think through priorities and financial readiness ahead of those conversations helps make planning discussions more productive. We've found that 85% of individuals who complete our tool experience heightened confidence when meeting with advisors.”
The assessment addresses common considerations faced by Australians later in their working lives, including managing property-focused wealth with restricted liquidity, operating within high tax environments, and adjusting financial strategies as priorities move toward income reliability and capital protection.
In addition to financial considerations, the assessment also recognises the personal aspects tied to retirement. These can include changes in routine after long careers, decisions around family support, and questions related to legacy and wealth transfer.
Approved Financial Planners has advised Western Australians for more than two decades, working primarily with high-net-worth individuals aged 45 and over. The firm provides retirement planning, superannuation advice, investment portfolio development, and insurance services, supporting clients as financial needs evolve across life stages.
“Retirement planning works best when people have clarity about where they stand and what matters to them,” Stevens added. “That clarity allows advice to focus on outcomes that align with their goals.”
Additional information about the retirement readiness assessment and the firm’s retirement planning services can be found at https://www.approvedfp.com.au/services/superannuation/
Contact Info:
Name: Daniel Stevens
Email: Send Email
Organization: Approved Financial Planners Pty Ltd
Address: 7/437 Cambridge St,, Floreat, WA 6014, Australia
Website: https://approvedfp.com.au
Source: PressCable
Release ID: 89184301
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