Our tool is designed to support your retirement conversations with clients, whether it’s for their investment and income needs today or later down the track.

The Retirement modelling tool is available via North Online.

Comprehensive

Compare up to 900 allocated pension, annuities, and Centrelink strategies.

Easy to use

Start with your client’s capital position, risk profile, retirement income needs and any known future withdrawals.

Model your client’s strategy

Spotlight the best mathematical scenarios and customise your client’s strategy.

Visualise projections

Use simple graphs to analyse your client’s projected retirement income, Centrelink payments and any capital remaining over 15 or 25 years.

Develop an investment structure

Build an account-based pension to help achieve the client’s strategy with a MyNorth Pension account.

Assess likely outcomes

Estimate the probability of achieving your client’s strategy and what compromises your clients may need to consider.

 

Watch this short video to see how easy the Retirement Modelling Tool is to use.

Compare up to 900 allocated pension, annuities and Centrelink strategies.

Want more information or a demonstration? 

Enter your details and one of our BDMs will be in contact to book a demo at a time that suits you :

 

Privacy Collection Notice

The information you provide is being collected by NMMT Limited ABN 42 058 835 573, AFSL 234653 (NMMT) in order to respond to your enquiry. If you don't provide the information requested, NMMT may not be able to respond to your query. Your personal information may be shared with business areas or companies within the AMP Group. We may also provide information to local and overseas entities which provide AMP with administrative, financial, research or other services, other insurers and credit providers, financial planners, brokers and other organisations authorised by AMP to assist in reviewing customer needs. We may also disclose personal information to courts, tribunals and dispute resolution bodies, government agencies, and other bodies we are required to provide information to under the law. A list of countries where these providers are likely to be located can be accessed via the AMP Privacy Policy.

What you need to know

This website page is provided by NMMT Limited (ABN 42 058 835 573, AFSL 234653) (NMMT) and is general advice only. It doesn’t consider a person’s personal goals, financial situation or needs. A person should consider whether this information is appropriate for them and visit northonline.com.au to obtain and read the MyNorth Super and Pension and target market determination before deciding whether to acquire these products.

This information is for adviser use only. It must not be distributed to or used for retail clients.

Please see our Financial Services Guide for more information, including the fees and benefits that AMP companies and their representatives may receive in relation to products and services provided to you.

The retirement modelling tool and its outputs are for illustrative purposes and are only intended to provide factual information. It’s not intended to constitute (or be a substitute for) professional financial advice..

MyNorth Super and Pension is issued by N.M. Superannuation Pty Limited (ABN 31 008 428 322, AFSL 234654). MyNorth is a registered trademark of NMMT