Retirement Planning

Retirement planning can be broken up into Pre –retirement planning (5 – 10 years ahead of full retirement). This involves reviewing –

+ Your superannuation contributions
+ Your level of expenses
+ What level of income you want to target in retirement
+ Other investments, incomes and expenses
+ Transition to retirement, pension & salary sacrifice strategies
+ Potential for any Centrelink payments

 

And Post-retirement planning which involves reviewing –

+ Certainty of income and level of income during retirement
+ Mix of income from various (tax effective) sources
+ Claiming any available Centrelink payments
+ Effective use of all available assets
+ Estate planning

 

Our objective is to assist you in building the best possible asset base to enable you to live comfortably in retirement and to undertake the activities that you wish to pursue without having to worry too much about the financial side of things.

If you’d like to find out about the ways in which we can help you with your retirement planning, please contact our office and speak to one of our advisors.

CONTACT US ON 03 9629 1433 TO FIND OUT HOW WE CAN HELP YOU

We Will Help You Every Step Of The Way

We know that each of our clients is different. We listen to our clients and endeavour to work with each one to ensure that they are confident that we are helping them make informed decisions on how best to achieve their individual financial and lifestyle goals.