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Retirement planning is different so it’s helpful to have some purpose-built tools at your fingertips. Whether you're building quotes, calculating retirement scenarios, or finding the right forms, we've got you covered. Explore our resources today.
You can also subscribe to our monthly adviser newsletter and keep up to date with technical strategies and other key information.
Tools to help you model retirement income strategies
Use our advanced calculators and illustrators to see how Challenger annuities can improve outcomes for your clients in retirement. Access these tools and more, through our AdviserOnline portal. Register now - it’s easy and free.
Retirement Illustrator
Model the impact of including a lifetime annuity as part of a retirement income plan.
eQuote Tool
Use this tool to generate a quote for all annuity products. It will show you the guaranteed income payments your clients could receive based on the information you enter.
Age Pension Illustrator
Estimate your client’s Age Pension entitlement and see if your client is eligible for an immediate increase in Age Pension.
Aged Care Calculator
Understand your client’s aged care costs and Age Pension entitlements with our Aged Care Calculator.
Guaranteed Income Fund Illustrator
Investment and withdrawal illustrations for the Guaranteed Income Fund.
Stay informed
Our Technical team specialises in supporting financial advisers in the development of retirement and aged care solutions for their clients. Access key facts, technical strategies, regulatory updates and case studies.
Fast facts
Case studies
Aged care
Tools and Calculators
Use our advanced calculators and illustrators to see how Challenger annuities can improve outcomes for your clients in retirement.
Engage and educate your clients
Access easy-to-understand and visually engaging content to share with your clients. Some tools can be tailored with your own branding.
- Tools for client meetings
- Supporting retirement income conversations
- Supporting aged care conversations
Utilise tools like the aged care advice decisions diagram and key challenges in retirement flashcards to illustrate complex concepts simply.
Help your clients understand annuities and retirement income planning through white-label guides and investment option explanations.
Aid clients in understanding the aged care process with guides on residential care, approval steps, and types of care available.
Finding important documents and forms
Quickly find forms, Product Disclosure Statements (PDSs) and Target Market Determinations (TMDs) for Challenger’s products and services.
Access PDS and TMD
You can download or order copies of our Product Disclosure Statements and Target Market Determinations.
Product forms
Find forms you may need to make changes to an existing investment.
Adviser Knowledge Hub
Our resources are designed to empower you with the knowledge and tools you need to better serve your clients. Take a look at the broad range of information for advisers that is held in our Adviser Knowledge Hub.
Our Distribution team can help
Stay informed
Subscribe to our monthly adviser newsletter containing the latest technical articles, economic updates, aged care insights and product news.