Have been working with Jubilation for over a year now, they have gone over and above to address our specific situations and scenarios. The information they provide is so valuable for us - it gave us confidence to transition to careers that are more personally rewarding earlier than expected, knowing it won't jeopardise our retirement lifestyle.

Excellent service. Absolutely recommend this for anyone looking to better understand what their investment portfolio can do for them as they move from saver to spender.

Jim was very helpful and methodical in preparing and presenting our retirement report with additional scenarios as options to consider. It gave us confidence with a much clearer picture of our likely financial future given the conservative and comprehensive parameters inbuilt. I would highly recommend Jubilacion and their software work to assist with a realistic point of retirement and expenditure plan through to end of life expectancy. We believe it was value for money, given what we have experienced with investment advisers previously.

Very helpful and informative information to enable planning into the future with peace of mind. Highly recommend

Having retired recently and not understanding how we would spend our super responsibly led us on a very conservative spending path. So, when I came across Jubilacion and read about their service I felt a real sense of relief. Meeting Jim and discussing our goals for retirement was the start of our journey to becoming truly comfortable with our situation. Jim is a very affable individual. He converses easily and patiently, taking time to explain both the modelling and the possible outcomes. We met with him across Christmas and the New Year. When we met again in the New Year he kindly provided us with a refresher so that we could be better informed and therefore better able to think about what our three alternate scenarios should be. The service that Jubilacion provides gives you a default outcome (the safe spend) for where you are 'now' financially. Jubilacion then gives you the opportunity to play with three 'what ifs' so that you can then take control of where you want to go with your 'safe spend'. The exercise gave me great confidence to move ahead and really start to live out our retirement in the knowledge that our spend is realistic and responsible. I highly recommend Jubilacion to you, so that you can start, like us, spending and living your retirement as you should.

Thanks to Liam, I now have peace of mind (based on data) that I can afford a basic income for life and in the good times I will have a bonus for the extras that make life worthwhile. The service was excellent, my particular circumstances were taken into account, as well as some potential scenarios that I really hadn't given much thought to before but am glad they were suggested as options. I will be happy to revisit and review in the future.

An excellent service provided Liam at Jubilacion - the information provided has given us the confidence to more forward with our retirement in the full knowledge of our sustainable financial future - WELL DONE - a highly recommended product and worth every cent.

If you are looking for a financial roadmap to and through retirement, I think this service is the best you will find. You’ll get great guidance through the process and best of all, great clarity on what you can comfortably spend and put aside to enjoy later.

I highly recommend Jubilacion’s stochastic modelling service. The staff were helpful, very easy to work with and are completely independent as they are not involved in recommending any investment product. In my opinion, the model they use is more comprehensive than that used by many financial planners and provides vital information about potential longevity of retirement funds to specific confidence levels which can be varied according to each client’s risk appetite. Working out with a good degree of accuracy, when your retirement savings might run out, is obviously very important and is something that should be done well before retirement as well as when leaving the workforce. This service also provides an excellent basis for discussions with a financial planner as to which investments are best suited to your future needs. I was very happy with the report they provided and would definitely recommend the service to family and friends.

This service was excellent. Jim was very professional and I was able to gain great comfort as to my retirement plans. I highly recommend.

My wife and I found speaking with Liam to be easy and it became an easy process with no stress, to our relief, especially regarding our finances. He made us feel comfortable and together we were able to delve into what our concerns were regarding our future financial state. To our relief he was able to present to us some different options all of which provided us with a confident approach to our retirement and our lives after that. Highly recommend this company to anyone.

Professional and personal service.