Reviews & Projections

Research shows that most Australians won’t have saved enough money by the time they retire to enjoy a comfortable retirement, so it’s imperative that you know how much you’re likely to need, and whether you’re on track to achieving this result.

AXIS Financial Group can prepare a review or projection of your likely retirement savings for you, adding a new dimension in understanding your superannuation.

As a guide, your final retirement balance should be about six times your final salary, and an investment projection will help determine whether your strategy is on target.

You can organise a projection review through your AXIS Adviser or click here to complete our online Superannuation Projection Questionnaire.

After receiving the completed questionnaire - the details of which are kept strictly confidential - we’ll prepare a meaningful projection report for you to discuss with your AXIS Adviser on his next visit. Or if you prefer, you’re welcome to call your Adviser any time for advice over the phone.

Feel free to contact us via super@axisfg.com.au or by telephoning 1800 111 299 for more information.