Explore the Retirement Modelling Tool today

The Retirement Modelling Tool, available via North Online, can help you design a strategy to support your clients’ retirement income needs. The tool also helps you discuss the compromises your clients may need to consider to help ensure they can achieve their retirement goals.

Compare 900 retirement strategies

Compare up to 900 allocated pension, annuities and Centrelink strategies based off your client’s capital position, risk profile, retirement income needs and any known future withdrawals.

Model your client’s retirement strategy

Review the tool’s best mathematical scenario and use it to help customise the client’s strategy to suit their needs. The tool can also help estimate the probability of achieving the scenario.

Analyse your client’s projected income

Use simple graphs to analyse your client’s projected retirement income, Centrelink payments and any capital remaining over 15 or 25 years.

Develop the investment structure

Build an account-based pension to help achieve the client’s strategy with a MyNorth® Pension account.

Retirement Modelling Tool overview

Here’s a quick overview on the Retirement Modelling Tool. You can access it from North Online.

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Important information

This website page is for adviser use only and must not be distributed to or used for retail clients. It contains general information only and hasn’t taken your personal situation into account. You should consider whether it is appropriate for you, and visit northonline.com.au to obtain the MyNorth Super and Pension disclosure documents and target market determination before deciding whether to acquire these products. Please see our Financial Services Guide for more information, including the fees and benefits that AMP companies and their representatives may receive in relation to products and services provided to you. MyNorth is a registered trademark of NMMT Limited (ABN 42 058 835 573, AFSL 234653) (NMMT). MyNorth Super and Pension is issued by N.M. Superannuation Pty Limited (ABN 31 008 428 322, AFSL 234654).