PRE-RETIREES

Pre Retirees

Are you confident that your retirement plan will live up to your expectations?

Retirement is not a one-off event. It’s every day of your post-working life which could be 20 years plus so financial matters must be well planned.  This planning should start as early as possible to so that the right results can be achieved.  Retirement planning considers:

  • What retirement lifestyle you want.
  • How and where your savings should be put, or whether to partially retire first.
  • How to structure your resources to make the most of tax and social security rules, generate a reliable income, and how to plan your estate so it’s effectively distributed.

Support is often needed when redundancies occur. We are able to assist in developing strategies to help you through these changes

Advice
A financial adviser can help you identify how much money you might need to fund your retirement plans. This will provide some focus in developing a savings plan and choosing financial strategies.

Clever planning will give you more certainty and flexibility in retirement.

 

We recommend the following services.

> Superannuation

> Self-Managed Super Funds

> Retirement Planning

Support Materials

You may view or download these free support materials to serve as your guide!

How Can We Help?

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Interested in finding out more? Talk to one of our financial advisers today.