From Uncertainty to a Confident Retirement Income Plan
How a clear plan funded $100,000 per year in retirement without panic-selling
If you’re 55+ and within 1-10 years of retirement, the choices you make now will shape the next 20-30 years. In this on-demand session, you’ll see the three retirement paths people take, five common “retirement killers”, and a simple income “bucketing” framework that helps you pay yourself reliably without second-guessing every market move.
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What you'll learn
Five ideas that turn retirement guesswork into a plan you can act on.
The three retirement paths: the red line (regret), the green line (confident action), and how to shift onto the green line.
The 5 retirement killers and how to avoid them: "I've still got time", At 60 the game’s over, misjudging time horizon, the hidden cost of postponement, and fear of spending.
The Bucketing Income Framework: creating "oxygen" for near-term spending while keeping long-term money working.
The Volatility Playbook: how to stay invested without panic-selling to cash.
Real case study: the before/after journey that supported $100,000 p.a. of lifestyle spending with a clear roadmap.
*Your link will be sent via email
- 20+ years helping Australians retire with confidence
- CFP professional
- Adelaide in-person | Australia-wide via Zoom
Who this is for:
Australians 55+ planning to retire in the next 1-10 years
Couples and individuals who want spending confidence in retirement
Typically aiming to fund $80,000-$120,000 p.a. of lifestyle spending
*Your link will be sent via email
Client snapshot: Late-50s couple worried about running out of money and market drops.
After mapping a bucketing plan with spending guardrails, they told us:
“We finally know what we can spend without the what-ifs.”
Frequently asked questions
How long is it?
About 60 minutes. You’ll also get access to the slide deck (PDF).
Is this a sales pitch?
No. It’s educational. If you want personal help, you can book a complimentary 30-minute Retirement Clarity Call.
Can I watch later?
Yes - we’ll email the link so you can watch anytime.
Do you meet in person?
In Adelaide, yes. Otherwise Australia-wide via Zoom.
Disclaimer: The information contained here and the links has been prepared for general information purposes only and does not take into account your personal objectives, financial situation or needs. It is not intended to provide commercial, financial, investment, accounting, tax or legal advice. You should before you make any decision regarding any information, strategies, or products mentioned, consult a professional financial adviser to consider whether it is suitable and appropriate for you and your personal needs and circumstances. Before making a decision to to acquire a financial product, you should obtain and read the Product Discolsure Statement (PDS) relating to that produt, together with the Target Market Determination (TMD). Jigsaw Private Wealth is a Corporate Authorised Representative of Spark Advisors Australia Pty Ltd - AFSL 380552.