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The information/advice provided in this Website is General Advice Only. It has been prepared without taking into account any of your individual objectives, financial situation or needs. Before acting on this advice you should consider the appropriateness of the advice, having regard to your own objectives, financial situation and needs. You should obtain a Product Disclosure Statement relating to the products mentioned, and consider the statements before making any decision about whether to acquire products.

Oakmont Financial Group Pty Ltd (ABN 31 164 365 995) trading as Oakmont Financial Group is a Corporate Authorised Representative of Financial Services Partners Pty Ltd (ABN 15 089 512 587 | AFSL 237590).

Retirement Planning

Thanks to our high standard of living and medical advances, Australians are living longer than ever before. While this is good news, being able to enjoy such a lengthy retirement may cost more than you think.

PLANNING AHEAD

When we draw up a financial plan, we conduct in-depth analysis to learn about you and understand your current situation and goals so we can present you with the most appropriate options to suit you in retirement.

We can discuss your ideal retirement lifestyle and when you’d like to stop working. We can also help you work out how much income you might need in retirement and gain an understanding of the types of investments and risks you are comfortable with.

WHAT TO CONSIDER

Whether you are approaching retirement or it is still a few years away, it’s important that you understand all of the options available:

  • transition to retirement strategies

  • boosting your super

  • account based pensions

  • personal insurance requirements

  • tax-effective strategies

  • annuities and

  • estate planning.