Jubilacion Australia

After reading about Jubilacion Australia in an article in the Australian Financial Review, I contacted them. My husband and I wanted a clear, independent picture of our finances and what our retirement will look like based on where we stand financially today. Jubilacion Australia is a firm of actuaries, and it is exactly what we needed. We weren’t looking to move our investments into new financial products or have them managed; we simply wanted to understand our position, see if we were on track, and have peace of mind about the lifestyle we can have at retirement. The approach is objective and data-driven — no emotional decisions, just clear and precise insights based on the numbers. Jim Hennington is professional, straightforward, and personable. He delivered a detailed report within two weeks and modeled three scenarios we discussed, showing how different choices could affect our retirement. The video meetings made the process smooth and efficient. There are no ongoing fees, and we’ll be happy to have a review each year or so, as our situation evolves, to adjust our plans toward retirement.

I knew I had enough money to retire I just didn't know how much I could spend and feel confident that the money would last. Online calculators seemed crude and couldn't help me with some of the things I wanted to understand, such how much I could spend renovating my house. Jim Hennington’s work has given me the confidence to go forward and do some of the things I really want to do while I'm young and healthy enough to enjoy them. The process was simple and easy but the modelling and outcomes very sophisticated and I have great confidence in their rigour. Jim is a great communicator, and I've learned a huge amount about how I can maximise the opportunities I have in retirement. This was a very valuable experience and I expect to return every year or so to update the numbers. A very easy five stars, I recommend Jubilacion highly.

We decided to do an in depth analysis of our finances and wanted to stress test different scenarios based on age ,health and market conditions, Jim at Jubilacion have been first rate ,we highly recommend there services

Very happy with results we got with Jim, very knowledgeable and experienced. He was very patient in taking us through the process and explaining what it would mean to us in retirement. Definitely recommend and will use again

Very useful as a "second opinion" for me on retirement funding models. I really liked the actuarial approach, the fixed cost with no angles/agendas or investment products being pushed. Liam was also responsive and very easy to deal with.

Have been working with Jubilation for over a year now, they have gone over and above to address our specific situations and scenarios. The information they provide is so valuable for us - it gave us confidence to transition to careers that are more personally rewarding earlier than expected, knowing it won't jeopardise our retirement lifestyle.

Excellent service. Absolutely recommend this for anyone looking to better understand what their investment portfolio can do for them as they move from saver to spender.