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.