Retirement Planning
Retirement planning can be broken up into Pre –retirement planning (5 – 10 years ahead of full retirement). This involves reviewing –
+ What level of income you want to target in retirement
+ Other investments, incomes and expenses
+ Transition to retirement, pension & salary sacrifice strategies
And Post-retirement planning which involves reviewing –
+ 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
our other professional services Include:
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.
03 96291433
Count Financial Limited
ABN 19 001 974 625
AFSL 227232
B&W Additions Pty Ltd is an Authorised Representative of Count Financial Limited ABN 19 001 974 625 AFSL No. 227232 (“Count Financial”) which is85% owned by Count Limited ABN 111 26 990 832 (“Count”) of Level 8, 1 Chifley Square, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 8, 1 Chifley Square, Sydney 2000 NSW. Count is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial. The information on this web page is not advice andis intended to provide information only. It does not take into account your individual needs, objectives or personal circumstances.