Retirement

Turn years of work into lasting independence.

Retirement planning is a transition from earning to living with confidence. We connect today’s saving decisions to the life you want later.

About this service

Understand what the service offers and how it can help you.

What it is

Retirement planning is a transition from earning to living with confidence. We connect today’s saving decisions to the life you want later.

Who it is for

People building retirement savings, changing employers, approaching retirement or already drawing an income.

How Stratum offers it

Stratum coordinates your retirement savings, preservation choices, income needs and estate considerations in one continuing relationship.

The benefits

This service can support the outcomes that matter to you.

Know what enough looks like

Preserve accumulated savings

Plan sustainable income

Prepare for life after work

Your experience

We guide you through a clear and connected process.

Picture the life

We translate your preferred future into an income objective.

Measure

Existing savings, contributions and gaps are brought into view.

Build

Suitable retirement and investment solutions are coordinated.

Transition

As retirement nears, income, tax and estate decisions come together.

What we can bring together

We coordinate the specialist capabilities your plan requires.

Retirement annuities

Preservation solutions

Retirement income planning

Living annuities

Employer funds

Member education and counselling

For Stratum Private Clients

Your service, connected through
one relationship.

This service is offered to Stratum Private Clients as part of a coordinated relationship. The Stratum Private Clients App is intended to bring your request, financial position, relevant provider information and ongoing support into one clear view.

Retirement products, administration and investment management are provided by appropriately authorised institutions and specialist providers.

Explore the Private Clients App

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Employee Benefits

Make financial wellbeing part of better work.