Setting both short- and long-term lifestyle goals can be a useful exercise, both personally and financially.
Your goals will form the framework for the financial decisions you’ll need to make as you prepare for life after work, or life while working less.
You can start by thinking about:
Your retirement, like many other times in your life, can present an opportunity to set your goals and put in place plans to achieve them.
A qualified financial adviser can help you plan your retirement based on your personal financial circumstances, needs and goals. They can work with you to:
Talk to UniSuper Advice on 1800 823 842 to find out how they can help you.