About us.

We exist because good answers are hard to find.

For the thousands of British approaching retirement, the question “how much is enough” is one that causes frustration. Many people – more than 20,000 British turn 65 each month – head into retirement with more questions than clarity.

We want to change that.

We have done the numbers.

We have developed a mathematical model that uses your current wealth and retirement goals, your projected lifespan, and external risks, such as market conditions, to produce a safe-spending amount. This is the amount of money you can spend per annum on essential items, indexed to living costs, and be 95% confident that it can be sustained for life through all market conditions.

We stress test your financial scenario through 5,000 plausible sequences of what future investment performance could be for your assets and considering 2,000 possible scenarios for your life expectancies. This covers 10 million simulated scenarios.

For you, that means freedom.

After all the number-crunching and stress testing, we present you with two key results contained in a Financial Freedom Report. Understanding the big picture means you can take action.

Our service is priceless.

Engaging Plan Easy is a collaboration with our experts who will guide you through the complete picture of how we model your retirement and remove uncertainty around knowing the lifestyle you can afford. Our goal is to impart knowledge, because knowledge is power.

When you know your safe-spending amount, you can decide your future.

Considering the amount of money people have in superannuation and other assets, the confidence and empowerment that comes from spending about $1,000 for your personal Financial Freedom Report is invaluable.

“I’m not wealthy enough for this service.”

If you’re thinking that way, you might be surprised. We typically work with people who’ll be eligible for an Age Pension at some point in retirement and this greatly helps them design a comfortable retirement. People with almost any level of wealth find our safe-spending insights invaluable. Everyone should have access to the knowledge that enables them to plan their future with confidence.

Retirement should be a time to celebrate.

We’re not selling anything.

We are not financial product advisers, and we will never sell or recommend any particular financial product. Our focus is on the calculations to let you visualise your long-term financial future and to see the impact of decisions in a way that’s easy to understand.

Request more information.

– We calculate your personalised safe-spending level for life

– Help you explore the ‘what-if’ scenarios that matter to you

– Feel empowered to achieve your retirement lifestyle goals

Contact us for a FREE information pack or demonstration of our service.







    I am an accountant/financial professional

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