Retirement Health Check Report

File uploaded by Michael Kinens Employee on Sep 22, 2015
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Still a ‘work in progress’ this document is aimed at providing a prospective, or existing (disengaged) client with a snapshot of their potential retirement outcomes. The report only requires that you have the following client information in order to provide a projection of their ‘wealth’ at retirement, and their capacity to fund their retirement objectives:

  • Date of birth,
  • Sex,
  • Salary, and
  • Superannuation balance/s.