Relax with Confidence

All your worries are behind you. You are free to enjoy all those hobbies that took a back-seat during your family-raising working days. Or even develop some new ones. Whether you imagined your retirement being spent travelling the world, improving your handicap on a golf course, or in a hammock by the beach, you have earned the right to relax and enjoy.

The rules are different in retirement.

You need to think about how to move from investing in your superannuation, to spending it. You might also start to think about what happens after retirement and how your wishes will be taken care of.

Your priority becomes making your money last. You need a plan. This will likely include strategies for minimising or eliminating your debt burden, minimising your tax liability, maximising your eligibility for government benefits, and ensuring your investments and income are secure.

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Before retirement, your focus was on growth.

But now you need a regular, reliable income stream that allows you to manage your day to day expenses. But you also want the flexibility to meet those unexpected opportunities like a holiday or new car.

The last thing you want to be worrying about is whether the money you have worked so hard for is going to last. That’s what we’re here for.

If you want to relax with confidence in your retirement contact us .

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