A simpler end-to-end retirement planning flow.
Stage 1 captures the household basics one question at a time, starting with a single-person setup and only adding partner details if needed.
Stage 1 of your epic retirement
Start the next stage by filling in the household basics. This keeps the website flow aligned with the retirement calculator journey.
Person 1
Person 2
You can move forward at any time. Entering these details first gives the later stages better labels and assumptions.
What to enter
Add your details first, then choose whether to include a partner and add home status.
Why it matters
Age, married or single status, and homeowner status affect preservation timing, Age Pension thresholds, and whether the scenario is tested as single or couple.
What it feeds
These basics feed the next financial details page, the assumptions page, and the final report’s household profile.
Pension Pilot provides general, educational information only — not personal financial, legal, tax, or Services Australia advice. Default assumptions (investment returns, deeming rates, Age Pension thresholds) were last reviewed against current government rates as at July 2026. Treat this as a starting point for a conversation with a licensed financial adviser, not a final figure.