Services
Retirement Planning
It’s now time to leave work and retire!
What do you do next?
Considering downsizing and paying off all debt?
How do you access your super and what is the best way to structure your assets for retirement?
Eligible for the Age Pension and other Government support benefits?
We can help!
Retirement Planning Service
Retiree clients range from 60 through to 65 plus years of age and are considering whether they are ready to retire. Depending on the way in which you access your superannuation and structure your retirement nest-egg, could potentially mean you could run out of money much sooner that you expected.
A good retirement plan aims to allow you to fund your retirement lifestyle over the long term in a flexible and uncomplicated manner while reducing or eliminating taxation, providing a regular and reliable income stream, accessing any eligible benefits such as the Age Pension, providing cash reserves for holidays and other expenditure.
Our Retirement Planning Service Helps You Achieve Your Retirement Lifestyle Goals By Helping You:
- Assess your retirement funding needs including regular income and surplus funds for holidays, and developing a cash flow plan to meet these needs;
- Gain eligibility to benefits such as Age Pension;
- Consolidate and structure your financial situation to reduce tax on income and capital;
- Create a portfolio corresponding to your risk tolerance providing income, growth, and security over the long term; &,
- Plan the distribution of your estate according to your wishes after death in order to protect dependants.
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