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 will have enough money to retire, and start ticking off your bucket list!
We will walk you through a process to answer your questions:
How much money will I l have at retirement?
How can I reduce my working hours while maintaining the same level of income?
What Centrelink benefits will be available to me at retirement?
How much retirement income can I 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 help make your money last longer and give you peace of mind that your hard-earned wealth is protected.
Some of the progressive retirement planning strategies to help you achieve your 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
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