Generating the evidence and resources to support a successful retirement (2026-2029)
Abstract
Transitioning into retirement can be an exciting time in people¿s lives. However, for some, closing the door on working life can be challenging, bringing financial stress, social isolation, or the loss of identity and purpose. This project aims to examine a broader, interconnected portfolio of resources ¿ physical, financial, social, emotional, cognitive, and motivational ¿ that retirees need to adjust and thrive. The project will generate new knowledge on client-centric metrics that measure the resources required to retire successfully. The outcomes of this project include a refined retirement planning tool, real-world cases studies and a sector roadmap to support Australians as they prepare for and transition into retirement.
