Future Safe is designed for investors and retirees who don't want to risk the savings they've worked so hard to build.
Security + Growth + Income + Flexibility = Future Safe
Future Safe is an investment product that can protect your investment from market downturns. It can help generate income and offers flexible withdrawal options.
-
Security
Keep growing your retirement savings with the peace of mind in knowing your range of returns for the year ahead upfront.
-
Growth
Gain exposure to returns linked to domestic and global equity indices, or earn a steady fixed return, at the chosen level of protection.
-
Income
Keep earning through a regular income stream or make ad hoc withdrawals when required.
-
Flexibility
Change your investment strategy as your life changes, with ability to update your protection and investment options annually.
How it works
Flexible protection + investment options
Future Safe gives exposure to market linked investments at your
chosen level of protection, with the ability to reallocate each year. It also offers a one year Fixed Rate investment option.
We're here to help. If you have any questions or you would like to know more about Allianz Retire+ Future Safe, please reach out to our team. Email us at enquiries@allianzretireplus.com.au
Be inspired
How to use Future Safe for retirement planning
-
A safety net for a secure transition to retirement
Patricia
Patricia wants to preserve her super balance and draw an income to supplement part-time earnings. -
Reduce the risk of losses through a tax efficient investment
Christine
Christine is concerned about the tax treatment of investment returns outside of super given her high marginal tax rate. -
Making sure you can leave a legacy for your children
Laura + Ricardo
They are happy if their SMSF does not go backwards.
-
Adviser webinars
Learn more about Allianz Retire+ and the first of our retirement solutions, Future Safe.
-
