Your trusted retirement partner

Do you want to confirm you’re on the right path and ensure your retirement savings will last as long as you need them to?

Jubilacion can help.

How we work

Step 1 – Evaluate your current scenario
We will gain a deep understanding of your current financial situation, including your income, savings, lifestyle goals and cashflow decisions. Using this information, we will crunch the numbers and prepare a personalised map of your retirement, financially, for life.

Step 2 – Presentation
Our experts will explain complex financial concepts and rules in plain language, ensuring that you have all the information you need to make informed decisions about your retirement. We encourage you to ask questions and discuss any options you want to consider.

3. Report
You will receive a detailed report of all your results. We use a world leading retirement projection system that gives you full confidence in the numbers we produce. With our support, you’ll be able to live today, knowing you have a plan in place for your tomorrow.

Get started

Jubilation (English.) noun. A feeling of great happiness, especially because of success.

Jubilación (Spanish.) noun. Retirement.

We believe that both definitions are the same.

Numbers that matter.

Understanding the big picture means you can take action.

You can decide when you’ll be free of work and what you’ll do with your time. You’ll know that you can afford it because we provide results that apply to your lifestyle choices. You can see the big picture and understand what you need to do to enjoy the next phase of your life.

But don’t just take our word for it, you can try it for yourself – FREE! Jubilacion are pleased to offer a free experience of our Financial Freedom service. Through the trial, we’re able to identify the factors that matter most in your retirement scenario and provide key insights.

Start Free Trial

Why choose Jubilacion?

We are a team of experienced retirement planning professionals who are passionate about helping baby boomers navigate the complex world of retirement planning. We offer a personalized service that is based on expert financial modelling, tailored to your unique needs and goals, so you can enjoy a comfortable and secure retirement. Here are some more reasons that make Jubilacion unique:

Trust

We pride ourselves on our transparency and trustworthiness. Our staff are committed to providing honest and unbiased scenarios, so you can make informed decisions about your retirement with confidence. 

Experience

With over 60 years of combined experience in the industry, Jubilacion has built a reputation for providing comprehensive retirement modelling services to Baby Boomers across Australia.

Expertise

We are world leaders in applying what’s called ‘stochastic modelling’ to retirement plans in a way that’s engaging and easy to understand. Our actuaries are bound by the professional standards and code of the Actuaries Institute Australia.

Tailored

We understand that no two retirees are the same. We take the time to get to know you and understand your situation, so we can provide you with results that are specific to your circumstances.

Cost effective

We offer competitive pricing and flexible options to make our services accessible to everyone. Don’t assume we are expensive! We believe everyone deserves to have access to quality retirement planning services, regardless of their financial situation.

The benefit of having your numbers right means sleeping peacefully at night; knowing you’re on track, that you’ve got a plan, that you can do what you want with your life. It’s being confident that you’re making the right financial decisions and no longer have uncertainty and worry about getting things wrong.

Request more information.




    Get in contact with us or submit your query below
    Our staff will be in contact as soon as possible.

     


    PHONE: 03 6240 1575
    EMAIL: enquiries@jubilacion.com.au
    No problems - we've got you covered!

    Let us know what retirement topics are on your mind and we'll take you to a curated selection of articles and information resources that resonate with clients getting to know our brand.

    FREE TRIAL


    Jubilacion are pleased to offer you a free experience of our service, using our calculator, to help you on the learning phase – so you can visualise the big picture and seek further support with confidence.

    This is a high level assessment that provides key insights. We’re able to flag what matters most in your situation and what else you may need to consider. For example, if you can consider retiring early or need to save more / spend less.


    Our goal is to give you a framework for your retirement planning and to help you understand what issues you may need to consider along the way. Ready to take a look?
    Frequent Asked Questions

    Launch



    Contact Details
    Thanks - it's great to see you're keen to learn more about Jubilacion. Please provide some simple contact details.


    *By submitting this form we’ll add you to our mailing list to receive helpful content. You can unsubscribe at any time.

    As seen in:

    • When I first retired, I was worried sick as to whether my wife and I had saved enough to last in retirement.

      Our accountant recommended we use Apricot’s Retirement Readiness service and this couldn’t have happened at a better time with all this COVID worry going on. I found Apricot’s service very reassuring. Their staff explained the process and key concepts well and presented us with results that were easy to understand and digest.

      It’s a great tool to give confidence that you’re in a good position.

      I plan to get another report at least every two years. I love that we had the ability to adjust the calculation to test different circumstances.
      PAUL, QUEENSLAND, RECENTLY RETIRED
    • My client wanted to be really confident before taking the leap of faith to retire. I, therefore, suggested she speak to Apricot. Apricot’s team are very accommodating and they take care to explain key concepts.

      The service is a great opportunity to take stock of a person’s financial situation and to understand your financial future. My clients were delighted and said they felt very comfortable speaking to Liam and Jim.

      The scenario testing adds considerable value to the process and gets clients thinking about their big decisions and trade-offs. My most recent referral left the clients feeling much more confident and it resulted in additional tax planning work for me.

      I’ll recommend the service to all my clients who are on the cusp of retirement, but also those who are within 10 years from letting go of their salary and want to know where they stand.
      KARIN, NSW, ACCOUNTANT
    • We worked hard in our younger years so that we could travel and enjoy a good standard of living in our retirement. COVID’s effect on the markets (and our super balances) left us worried that we wouldn’t be able to achieve our retirement goals.

      Liam took the time to chat with us, really understand our specific situation and identify our concerns. The results in the report were explained to us in terms we could understand and provided us with a really clear picture of what was achievable. It was valuable to be able to explore scenarios specific to us and see what effect they would have on our finances. We would highly recommend this service for retirees like us who are looking for clarity around their retirement spending.
      SONNY AND VERONICA, TASMANIA, RETIRED
    • Contemplating an active retirement in the next year or two, we wanted to know if our various bits of super, pension funds and savings would be enough to live comfortably for the rest of our lives, however long they may be, with the occasional adventure and travel to visit family and friends. We were not interested in detailed financial plans or paying expensive annual financial planning fees.

      The Jubilacion team listened to us, asked the right questions and then patiently guided us through some alternative future scenarios we provided, step by step. It was reassuring and fascinating. We’re looking forward to an active retirement sooner, and for longer, then we expected.
      VALERIE, TASMANIA, APPROACHING RETIREMENT