City Beach Approved Financial Planners Release Retirement Readiness Checklist

Approved Financial Planners (08 6462 0888), a Perth-based financial advisory firm, has rolled out their Retirement Readiness Checklist, a comprehensive self-assessment tool available for download at no cost.

Floreat, Australia, September 29, 2025 -- The newly available self-assessment tool addresses growing concerns about retirement preparedness as Australians face mounting economic pressures from inflation, rising living costs, and mortgage debt.

Interested parties can learn more at https://www.approvedfp.com.au/services/retirement-planning

Approved Financial Planners' checklist enables individuals to evaluate their financial position and retirement goals from home. Users can identify gaps in their current savings strategy and clarify their retirement lifestyle expectations through systematic assessment.

"Our data shows that 85% of clients who complete our assessment tool feel more confident when meeting with financial advisors," said Daniel Stevens, Managing Director and Senior Financial Advisor at Approved Financial Planners. "This preparation leads to more productive consultations and better outcomes for our clients."

According to industry data cited by the firm, approximately 40% of Australians lack confidence in their retirement readiness, despite recent increases in overall optimism. Financial literacy gaps continue to challenge pre-retirees as they plan for their future.

Most Australians require 60-70% of their pre-retirement income to maintain their desired lifestyle after leaving the workforce. However, many individuals fall short of this benchmark and need multiple funding sources, including superannuation, government Age Pension, and additional savings.

"During early career phases, individuals juggle competing priorities like family responsibilities, mortgages, and education costs that limit retirement savings," Stevens explained. "As clients enter pre-retirement years, these pressures often decrease, creating opportunities to accelerate retirement savings."

Approved Financial Planners specializes in guiding individuals over 45 and pre-retirees through personalized consultations and practical resources. The firm operates throughout Western Australia and provides access to managed investment and superannuation funds from established investment managers.

About Approved Financial Planners Pty Ltd

With more than twenty years of experience, Approved Financial Planners continues to develop innovative solutions to enhance their advisory services. Their comprehensive offerings span retirement planning, superannuation optimization, investment strategies, and insurance protection. The Retirement Readiness Checklist is available for immediate download from the company's website.

To learn more, please visit https://www.approvedfp.com.au/services/retirement-planning/

Contact Info:
Name: Daniel Stevens
Email: Send Email
Organization: Approved Financial Planners Pty Ltd
Address: 7/437 Cambridge St,, Floreat, WA 6014, Australia
Website: https://approvedfp.com.au

Release ID: 89171065

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