Sign up

Helpful tools and resources for planning your epic retirement

We want you to have an Epic Retirement so weā€™ve created a selection of important tools, templates and eguides that can help you navigate your journey. On the page below, youā€™ll find the following items:

The Epic Retirement Budgeting TemplateĀ 
TheĀ Lifespan CalculatorĀ 

Ā 

The Ultimate Concessions eGuideĀ 

The Epic Retirement Budgeting Template

Our Epic Retirement Budgeting template is built in Excel and designed to help you create both your pre-retirement and retirement budgets.Ā  The template is easy-to-use and leverages the same budgeting line items as those provided in the ASFA Retirement Standard. It is worth more than $129 but we provide it free to readers to help you prepare your budget.Ā 

Download it now, free

The Ultimate Guide to Concessions for Older Australians

The Epic Retirement team has put together an ultimate guide to the concessions offered in every state of Australia. This 40 page guide will help you navigate the complex and valuable concessions that can really make a dent in your hip pocket in these challenging economic times. The eguide is easy to download. Simply click the button and weā€™ll send it directly to your inbox.Ā 

Download the guide now, free

Longevity calculator: Calculate your potential lifespan here

Use the lifespan calculator below to explore your life expectancy. Answer the brief survey to get a personalised estimate that you can choose to use when doing your retirement planning.