A comfortable retirement requires good planning and advice. Yet, with the challenges of work, family and meeting the mortgage payments, it is all too easy to put off thinking about retirement.
The sooner you start to plan, the more likely you will achieve the lifestyle you want and deserve. That’s why we’re here to help you kick start the planning process and stay on track.
We work with you to achieve the following
- Envisage the retirement lifestyle you want and estimate the funds needed to achieve this;
- Establish a clear understanding of your current situation and risk profile;
- Identify your “savings gap” and recommend strategies to close that gap;
- Regularly review and update your strategies as circumstances change;
- Review your assets and ensure they are structured to minimise your tax liability;
- Select the most appropriate type of superannuation fund for your needs;
- Navigate Centrelink and superfund administration.
- Decide when and how to structure superannuation pension payments.
Don’t put off planning for the future you deserve. Sit down with a financial adviser today.