This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.

Sage Financial Group, ABN 85 009 388 916, trading as Sage Financial Group is an authorised representative of Charter Financial Planning, Australian Financial Services Licensee and Australian Credit Licensee, Licensee Number 234 665.

 

Are You Ready To Retire?

Aligning all your financial matters to provide peace of mind….

You imagined living the ultimate retirement lifestyle many years ago, but now that time is approaching, are you actually ready to retire?

 

This question is a stumbling block to successful retirement planning.

During your initial meeting with us, we will visit your financial history as well as your current situation. We will then go through your hopes, dreams, needs and wants for retirement. 

  • How will you spend your time?

  • Are you mentally ready to give up work?

  • What will be your new purpose?

Once we determine your short, medium and long-term retirement wants, we can then put in place a tailored portfolio so you can make the most of your investments and start ticking off your bucket list!

We will take you through a process to:

  • Model how much money you will have at retirement

  • How you can reduce your working hours while maintaining the same level of income

  • What Centrelink benefits will be available

  • How much retirement income you can receive

In short, we are your partner in retirement and you can trust us to take care of all your worries so you can enjoy a stress-free retirement. After all, you’ve earned it!

Your Trust, Our Financial Expertise

In the years leading up to retirement, your focus will probably shift away from the day-to-day financial matters, such as paying off the mortgage, and you will start thinking about your retirement.

It’s important to understand your retirement may last a long time. Increases in life expectancy mean you can enjoy your retirement for 20 or even 30 years.


You can start working less and consider moving to part-time employment. You can also secure plans to provide financial assistance to your children once you are gone.
 

Careful planning and long-term, diversified investment strategies can make a big difference to funds in retirement. We will make sure your money lasts longer and give you peace of mind that your hard-earned wealth is protected.

 

Some of the progressive strategies to help you achieve your retirement goals include:

  • Tax smart investing - Why pay more tax if you don't have to?

  • Switching assets - To take advantage of lower costs

  • Reviewing your investment choices - To ensure long-term and consistent growth

CONTACT US TODAY

If you would like to see what you will be able to achieve in retirement, fill in the form to arrange a complimentary “snapshot” projection

Building Your

Financial Security

Don't miss out on your retirement because you have run out of cash!

Find out how we can help with:

  • Government support and maximising your Centrelink benefits

  • Protect your wealth from creditors and predators

  • How to structure/time withdrawals from your retirement accounts

  • Debt management for a stress-free retirement

  • Show you your progress so you're always aware of how your investments are performing