Are You On Track?
Retirement will mean something different to you at different phases of your life. But are you on track to living your retirement the way you imagined it?
During the peak of your career, you have no doubt achieved a great deal. Perhaps you have your own business, several investment properties or paid off your house and are enjoying the financial freedom that comes with it.
Maybe you’re not where you want to be or maybe you haven't even thought about retirement yet.
That's okay because now's the time to start growing your wealth.
Faced with uncertainty, it is easy to take investment short-cuts and make the wrong decisions with your money.
That's where we come in. Our highly experienced team of Retirement Specialists will show you where you are now financially, and whether you are on track to meet the retirement lifestyle you hoped.
Accelerate Your Investment Returns
Stay ahead of the game and gain peace of mind
By working together, we can delve deeper into your current lifestyle and future aspirations to fully understand your story and identify your investment objectives.
There are several strategies for boosting your financial success and meeting your life goals.
Our professional expertise and experience can help you with:
Tax-smart investing so you keep more of the money you earn
Paying off your house earlier and having more income later in life
Preparing for emergencies and saving for holidays
Helping your kids with their further education or getting on the property ladder
The benefit of a partnership with your dedicated Retirement Specialist is gaining access to resources, training, knowledge and smart technology. Things only a leading financial services house like Sage can deliver.
Manage Your Wealth
Making a difference together...
Simple things like topping up your super, reviewing your investments and estate planning can make a big difference to your wealth fund.
Here's what else we can help you with:
Financial forecast to see if you’re on track and how your wealth fund can be boosted
Organising your will and Powers of Attorney
'In case of emergency' savings fund
Financial support and aged care options for your nearest and dearest