Jubilacion Australia

Jubilacion Australia provides Late Career and Retirement Transition planning for Australians, using actuarial modelling to answer how much money is needed and when work can stop.

• Delivers a lifetime cashflow plan projecting annual cash flows and asset values for each year of retirement, built from the client’s current financial position.
• Includes one on one meetings with a specialist plus a detailed report of annual projections based on financial modelling, with scenario and what if modelling for changes such as retiring early or working part time.
• Operates on an independent, impartial basis with no product sales, ongoing fees or pressure to move superannuation funds.
• Rated 5.0 from 23 reviews on Google as published on the site.

Best for: Australians approaching retirement who want an independent, evidence based projection of their retirement finances rather than a product sale.

Jubilacion Australia also supports Financial Wellbeing, helping Australians work out their personalised safe spending figures for life ahead of retirement.

• Models risk and uncertainty such as market falls, rising living costs or living longer than average, so clients can plan a safe spending level with confidence.
• Offers a free information pack or service demonstration as a starting point before full financial modelling begins.
• Positions its guidance around independent, actuary led advice rather than superannuation product sales.

Best for: individuals wanting reassurance about long term financial security before committing to a retirement date.