What is Telos?
Telos is an Objectives based financial planning tool, it helps a user estimate and achieve their Target Retirement Income (TRI).
Traditionally Super funds and financial planners have targeted the absolute size of a client's 'nest egg'. This can be difficult
for clients to comprehend.
For example, many people will struggle to calculate how much money they can spend each year if they've built up a $1 million account
at age 65.
However these same people will easily be able to say how much they spend each year
and how much they would like,
per year, in retirement.
Telos helps you to project your financial future, using two tools:
- Telos Life
- input income, assets, future purchases, super etc. here to calcuate your Target Retirement Income (TRI)
- Telos Portfolo
- build a portfolio of investments (funds, cash, bonds, property) that have the required amount of risk to deliver the TRI.