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Setting retirement and investing goals

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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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Retirement income advice

Map My Plan provide a range of advice specific to helping you with your retirement income goal. This advice can be found in key sections...

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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.

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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.

Retirement income advice

Map My Plan provide a range of advice specific to helping you with your retirement income goal. This advice can be found in key sections...

Editing / Updating your Retirement income

To edit your details in your ‘Retirement income’ goal you can either click on the ‘Update’ button below the goal on the dashboard.

Completing your retirement income goal

When you have enough money saved or sufficient income through your ‘Super’ or ‘investments’ goals, your ‘Retirement income’ goal will move to being complete.

Re-starting your retirement income goal

Should you wish to restart your ‘Retirement income’ goal after you have completed it, click on the main goal icon or on the ‘Re-start’ goal button beneath it.