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Guide to Retirement Planning

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Guide Contents

What is retirement planning?
Why do I need to think about retirement?
What types of things do I need to plan for my retirement?
Who can help me with my retirement plan?
Where can I go to get more help?

What is Retirement Planning?

The term 'Retirement Planning' broadly refers to the process of working out what your retirement goals are, for example, deciding at what age you'd like to retire and the type of lifestyle you want in retirement; and then looking at ways you can achieve those retirement goals.

In financial terms retirement planning refers to allocating finances for your retirement, such as setting aside money or other assets, which can be converted into a steady income at retirement to support you and your family.

Retirement can last for ten, twenty or thirty plus years, how will you fill your time and support yourself for those years?

Retirement planning is usually started while you're still working and is an ongoing process of:

  • establishing and reviewing your retirement goals
  • finding ways of ensuring financial security throughout your retirement

Although it is a straight forward idea, when you look into it retirement planning can seem quite daunting, and as a result gets put off by a lot of people. However the earlier you start thinking about it the easier it will be to achieve your retirement goals. This booklet takes a simple approach to retirement planning and provides helpful information and links to useful contacts to get you started.

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