Reports & saved plans

Decisions this big deserve a paper trail

Export a clean PDF of the plan for the fridge door or the adviser meeting — and save as many versions as you like, so "retire at 62 vs 65" is a comparison, not a memory test.

app.retirepath.au — Reports & Tools
Reports and tools page with PDF export and saved plans
Reports, saved plans and fine-tuning tools in one place.

How it works

  1. 1

    Save the plan you're shaping

    Name it, add notes, keep it. Your whole input set is stored against your account — not lost when the laptop closes.

  2. 2

    Save the alternative too

    Downsize version, retire-early version, spend-more version — each saved separately, each restorable in one click.

  3. 3

    Compare the summaries

    Every saved plan shows its headline outcomes — max weekly spend and money-lasts-to age for each housing option — without loading it.

  4. 4

    Export and share

    A one-page fact sheet for a quick look, or the full report for the kitchen-table conversation — both as PDF.

Fact sheet in one page

The essential figures — spend, lasts-to age, scenario verdicts — on a single printable page.

Full PDF report

The whole projection exported: inputs, assumptions, year-by-year numbers — ready to discuss with anyone.

Unlimited saved plans

Keep every version. Naming and notes mean "the downsizing one from March" is findable.

One-click restore

Load any saved plan back into the dashboard instantly — pick up exactly where that version left off.

Adviser-ready output

Walk into a professional meeting with your scenario already priced — a sharper conversation, billed in fewer minutes.

Your data, exportable

Plans are yours — saved to your account, exportable, and deleted if you ever leave.

Sound familiar?

The usual way

  • Re-entering every number to test a slightly different idea
  • Photos of whiteboards and half-remembered adviser figures
  • "Which version had the earlier retirement age again?"

The RetirePath way

  • Every version saved, named and restorable in a click
  • A PDF that explains your plan better than your memory does
  • Comparisons on summary numbers, not guesswork

Build the versions, keep the winner

Save, compare and export — free to try.

Start your free trial

Questions first? Talk to us