Help > Setting retirement and investing goals > Planning for a comfortable retirement

Planning for a comfortable retirement


● Your summary will list the income streams contributing towards your retirement and show you what your combined retirement income will be.

● Map My Plan will look at any surplus monthly income you may have and will recommend whether you could commit any it towards increasing your retirement income streams (Super, Pension, Investments, Savings).

● You can chose to commit to the amount recommended, or enter your own figure.

● If you don’t want to commit any additional funds to paying down your debts then click the ‘back to the dashboard’ button when you’re finished.

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Dashboard - first time use

Once you have registered, and every time you return to the site, you will automatically be directed to the dashboard.

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Investment summary

Because you can have multiple investments in different asset classes, when you return to your ‘Investment’ goal you will automatically navigate to an ‘investment summary’ that highlights the sum of all of your investments.

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Financial status

The Financial status form is split into 4 parts and is where you log, view and edit your income and expenditure details.

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