Perth Approved Financial Planners Release Retirement Self-Assessment Checklist

One of Perth’s leading financial advisory firms is enhancing its retirement planning services with the launch of a comprehensive self-assessment tool.

Floreat, Australia, September 4, 2025 -- Approved Financial Planners (08 6462 0888) has announced the release of a checklist designed to help pre-retirees future-proof their retirement using a systematic self-assessment process. The company focuses on serving individuals over 45 or those in the pre-retirement stage of their careers through personalised consultations and relevant resources.

More information is available at https://www.approvedfp.com.au/services/retirement-planning

The release of the tool is in response to the latest industry research, which indicates that as many as 40% of Australians have little confidence in their retirement preparedness. Estimates also suggest that Australians typically need 60-70% of their pre-retirement income to maintain their lifestyle in retirement, yet many are falling short of this target.

To address these concerns, Approved Financial Planners has made a comprehensive pre-retirement planning checklist available for download from its website, enabling pre-retirees to assess their current financial position from the comfort of home.

"We've found that 85% of clients who complete our pre-retirement checklist express increased confidence when meeting with a financial planner," explained the company's Managing Director and Senior Financial Advisor, Daniel Stevens. "This preparation allows for more productive consultations and better outcomes."

Based in Perth, Western Australia, the company offers managed investment and superannuation funds, which are run by renowned investment managers. Approved Financial Planners adjust individual retirement plans to meet each client's specific goals and anticipated retirement date.

Part of the firm's offerings entail detailed investment advice on superannuation—the official term for the country's retirement benefits or pension fund. They explain that strategies such as consolidating multiple superannuation accounts can save the average Australian worker $2,200 annually in duplicate fees and insurance premiums.

For those seeking retirement planning advice, Approved Financial Planners offer an initial 15-30 minute consultation to determine a prospective client's eligibility for its program. The next step is an in-depth consultation before developing a draft financial plan. The company often works with clients for years, acting as financial mentors and reviewing progress toward financial goals on an annual basis.

"When people are young, they generally have family obligations, a mortgage, or college fees that limit their ability to set aside money for their retirement," Stevens explained. "When they enter their pre-retirement years, many of the financial obligations from their early years are reduced, and they can now set aside more significant amounts of money toward their retirement."

With over two decades of providing investment advice to West Australians, Approved Financial Planners continues to seek innovative solutions that complement its advisory services on retirement, superannuation, investments, and insurance.

To learn more, interested parties are encouraged to visit https://www.approvedfp.com.au/services/superannuation

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: 89168917

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