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Helpful tools and resources for planning your epic retirement

 We want you to have an Epic Retirement so we’ve created a selection of important tools, templates and eguides that can help you navigate your journey. On the page below, you’ll find the following items:

The Epic Retirement Budgeting Template 

The Lifespan Calculator 

The Ultimate Concessions eGuide 

Epic Retirement Stories

The Epic Retirement Budgeting Template

Our Epic Retirement Budgeting template is built in Excel and designed to help you create both your pre-retirement and retirement budgets.  The template is easy-to-use and leverages the same budgeting line items as those provided in the ASFA Retirement Standard. It is worth more than $129 but we provide it free to readers to help you prepare your budget. 

Download it now, free

The Epic Retirement Budgeting Template

Our Epic Retirement Budgeting template is built in Excel and designed to help you create both your pre-retirement and retirement budgets.  The template is easy-to-use and leverages the same budgeting line items as those provided in the ASFA Retirement Standard. It is worth more than $129 but we provide it free to readers to help you prepare your budget. 

Download it now, free

Epic Retirement Stories - the downloadable 

We've created this bonus chapter of micked up scenarios and stories using the Epic Retirement Framework, covering everything from downsizing, late-career pivots and part time transitions to managing super, family help and legacy planning.  Download your copy today, free.  It's designed to support readers of How to Have an Epic Retirement. 

Download it now, free

Epic Retirement Stories - the downloadable 

We've created this bonus chapter of micked up scenarios and stories using the Epic Retirement Framework, covering everything from downsizing, late-career pivots and part time transitions to managing super, family help and legacy planning.  Download your copy today, free.  It's designed to support readers of How to Have an Epic Retirement. 

Download it now, free

The Ultimate Guide to Concessions for Older Australians

The Epic Retirement team has put together an ultimate guide to the concessions offered in every state of Australia. This 40 page guide will help you navigate the complex and valuable concessions that can really make a dent in your hip pocket in these challenging economic times. The eguide is easy to download. Simply click the button and we’ll send it directly to your inbox. 

Download the free guide

LONGEVITY CALCULATOR

Calculate your potential lifespan here

Use the lifespan calculator below to explore your life expectancy. Answer the brief survey to get a personalised estimate that you can choose to use when doing your retirement planning.