Our experts

ADRIAN RAFTERY

Adrian, Mr Taxman, is an associate professor at Deakin University and author. Adrian says: “I always wanted to sip beers, eating lobster on a crystal-clear beach in the Caribbean. However, since super became so tax attractive in recent years, I am staying in Australia. Best country in the world with next to no tax. Utopia!”

CATHERINE SHARPLES-RUSHBROOKE

Catherine is a strategic financial planner and director at Advice Services Australia. Catherine says: “In my dream retirement I am physically, mentally and financially fit enough to enjoy life – spending time with family and friends, travelling and learning new things.”

LAURA MENSCHIK

Laura is a financial planner and director of WLM Financial Services. Laura says: “It includes continuing to be mentally stimulated, for example in using my skills in volunteering more and attending courses and lectures of personal interest during ‘traditional’ working hours, and having the luxury of travelling outside holiday periods and peak times.”

SHANE OLIVER

Shane is head of investment strategy and chief economist at AMP Capital. Shane says: “It would have lots of variety: travelling, working with a charity, meditating, doing yoga, getting fitter than I have ever been, gardening, boating, spending time with family and friends and a bit of writing and communicating about investing.”

CLAIRE MACKAY

Claire is a financial adviser and owner of Quantum Financial. Claire says: “Financial freedom – enough money to do what I want, when I want. Holiday home with rooms for family and friends to visit... and leave. Directorships and volunteering because it’s unlikely I’ll ever fully retire. Travel and learn another language. Spanish, por favor?”

JASON PETERSEN

Jason heads up wealth management at advisory firm 5 Financial. Jason says: “With the increasing affordability of cruising, I’d cruise the world, playing the best golf courses, and drop in on my kids from time to time to give them respite from family responsibilities.”