04 November 2026
2 min read
Download the new CFS Retirement Planning Guide
Summary
The CFS Retirement Planning Guide helps clients build their understanding of the key moments, products and strategies they may encounter as they move towards and through retirement. It complements your advice by making complex concepts easier to understand and giving clients a useful resource they can return to before and after your conversations.
Help clients navigate retirement
Retirement brings new decisions, unfamiliar concepts and changing priorities. Helping clients understand their options can be just as important as helping them choose between them.
The CFS Retirement Planning Guide is designed to complement your advice by helping clients build their understanding of the key moments, products and strategies they may encounter as they move towards and through retirement.
It can help make more complex retirement concepts easier to understand, prompt questions and give clients something they can return to before and after your conversations.
Use the guide to:
- build awareness of the key decisions and moments that shape retirement
- explain retirement products, strategies and concepts in accessible language
- help clients come to advice conversations better informed and ready to engage
- reinforce the advice and strategies you have discussed
- support deeper, ongoing conversations as clients retirement needs evolve.
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Download the Retirement Planning Guide
Give clients a practical resource that helps them understand retirement concepts, recognise key decisions and get more from the advice you provide.
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Adviser use only
Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (AIL) is the trustee of the Avanteos Superannuation Trust ABN 38 876 896 681 and issuer of CFS Edge Super and Pension. Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) is the Investor Directed Portfolio Service (IDPS) operator, administrator and custodian of the Avanteos Wrap Account Service and issuer of CFS Edge Investments.
This webpage provides general information for the adviser only and is not to be handed to any investor. It doesn‘t take into account anyone’s individual objectives, financial situation, needs or tax circumstances. You can find the Target Market Determinations (TMD) for our financial products at www.cfs.com.au/tmd which include a description of who a financial product might suit. You should read the relevant Product Disclosure Statement (PDS), Investor Directed Portfolio Service Guide (IDPS Guide) and Financial Services Guide (FSG) before making any recommendations to a client. The PDS, IDPS Guide and FSG can be obtained from www.cfs.com.au or by calling us on 1300 769 619.