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Now that retirement’s getting closer – or even better, already here – it’s time to start thinking about what you want to get out of this exciting phase of your life. Once you know what you want to achieve, you can work out how you’re going to fund your desired lifestyle and how to make sure your money goes the distance.

Of course, everyone’s retirement goals are different – you may be keen to study, volunteer, travel, even work part-time – but you certainly don’t want to spend your retirement worrying about money. That’s where a little planning comes in – and the sooner you start, the better the outcome.

An Apia financial adviser can help you prepare financially for this important milestone. Our service has been specifically designed to meet the financial needs of Apia customers and is provided over the phone and on line rather than face-to-face. This makes it a more convenient and affordable way of accessing professional, personal financial advice for those aged over 50.

Contact Us  to arrange your free, over-the-phone appointment with an Apia financial adviser.

Retirement Planing

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Australian Pensioners Insurance Agency Pty Limited ABN 14 099 650 996 (Apia) insurance, specialist in Seniors Insurance Home Insurance, Landlord insurance, Car Insurance, Caravan Insurance, Motorhome Insurance, Boat Insurance and Travel Insurance Australian Alliance Insurance Company Limited (AAI) ABN 11 006 471 709 AFS Licence No. 235011.  Apia Funeral Insurance and Injury Insurance issued by Suncorp Life & Superannuation Limited (SLSL) ABN 87 073 979 530 AFSL 229880.  GIO General Limited ABN 22 002 861 583 (GIO) AFSL No. 229873, Compulsory Third Party Personal Injury (CTP) Insurance, AAI, Apia and GIO are members of the Suncorp Group of Companies. Apia acts as an agent and authorised representative of AAI, GIO and SLSL.  Other car insurance is also available.

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Financial product advice is provided by representatives of Standard Pacific Consulting Limited ABN 84 003 315 802 AFSL 237635 trading as Apia Financial Advice (“Apia Financial Advice”).Australian Pensioners Insurance Agency Pty Limited (' Apia') does not provide any financial advice or services in respect of Apia Financial Advice.  Apia does not issue or guarantee any product nor is responsible for any advice provided by Apia Financial Advice. This advice has been prepared without taking into account your personal objectives, financial situation or needs. You should consider your own personal circumstances in considering whether this advice is appropriate for you. Where reference is made a financial product, you should consider the Product Disclosure Statement, available from your financial adviser or the product issuer.