Retirement Planning

Retirement Planning

With some forward planning, retirement will give you the golden years of your life. We understand that people have different requirements upon retirement. For example, some will be able to access social security benefits, and others may be in the situation of having more income than they require. You need to start planning several years before you retire.

Depending on your income requirements, time to retirement, risk tolerance, and available capital, we evaluate possible wealth creation strategies, salary sacrificing into superannuation, making spouse superannuation contributions, and accessing Government co-contributions. For retirees, we can also recommend strategies to improve your situation involving Centrelink entitlements, superannuation, allocated pensions, annuities, managed investments and term deposits.

Although you are never to young to start looking at your retirement plan, we strongly recommend engaging with us if you are close to 55 years of age, which is an important retirement planning milestone, to demonstrate how and where we can add significant value to your position and goals.

Contact us today for a free initial meeting.