Retirement Planning
Our retirement plan will address these key issues, not just now, but in the future. This will ensure that what has been put in place today continues to be the best option for you in the future.
What we do:
Review strategies to accumulate retirement savings to fund your lifestyle in retirement
Review strategies to provide multiple income streams in retirement
Review strategies to maximise cash flow in retirement and considering available concessions
Review or examine the types of social security payments, strategies to improve entitlement to social security benefits and aged care planning
Review your options for transition to retirement
Commence income streams from superannuation
Identify your desired retirement date and time-frames
Identify your income expectations in retirement
Key questions for most retirees are:
How long will my money last?
How much income will I have?
What sort of lifestyle can I have?
Retirement means different things to different people, so it’s important to find the right solution for your needs.