For financial advisers
Easy Retirement Planner projects an Australian client's income and superannuation year by year through retirement — compare different retirement dates side by side, stress-test against market downturns, and produce a clear, defensible client report.
What it does
Built around the way advice conversations actually go — comparing dates, stress-testing assumptions, and putting a number on what's usually just a feeling.
01
See income and super sustainability for a specific date, or run every plausible date at once to find which one actually works.
02
Two retirement dates, two sets of assumptions — set them up once and see exactly where and why the outcomes diverge.
03
Year-by-year income, drawdown timing, and super balance — not just a single number at the finish line.
04
Turn a projection into a clear, professional document your client can actually take away and keep.
Easy Retirement Planner exists because the good retirement models were either locked inside a planner's own spreadsheet, or too generic to hold up in a real advice conversation. This is neither.
It's a working tool for the room you're actually in — client across the desk, a real date on the table, and a question that deserves more than an estimate.
We're onboarding a limited group of advisers to test Easy Retirement Planner before general release. As an alternative, subscribe to a 7-day limited licence trial for a small fee.