Introducing Trish’s Six-Step Wealth Check

The most common question that I’m asked about superannuation and retirement is: how much money is enough? What most people are really asking is: what type of income do I need in retirement to have a reasonable lifestyle, and how much money is enough to finance this level of income for the years I will be in retirement?

In Australia, some people pay thousands of dollars to find out the answers to these questions. In this chapter, I help you answer these questions using my Six-Step Wealth Check — and it’s free!

My Six-Step Wealth Check is an easy-to-use process that I have created to help Australians improve their lives in retirement. The six steps help you to work out:

• the type of lifestyle you want