Retirement Age v Return

Objective:

• Provide insight into the tradeoff between expected retirement age and alternative investment portfolios so that clients have direct visibility on how investment returns impact expected retirement age. 

Suitable for:

• Pre-retirees looking to explore how much a more conservative investment portfolio is expected to add to their retirement age, or;

• How much a more aggressive portfolio could reduce their expected retirement age.  

Key features:

• All Centrelink calculations performed;

• User can set risk assumptions around return, volatility & correlation or use default settings.

Results:

• Simulation analysis is performed to determine range of probable outcomes for both the current portfolio and the proposed portfolios.