Preparing for Retirement
Having enough savings is a concern that many people express when considering the timing of their retirement and what life after work will look like. Our retirement planning services can assist you by identifying your desired lifestyle in retirement, and outline the steps required for you to reaching your objectives once you’re no longer working.
It's never too early to start planning for retirement. Identifying financial goals, understanding investment risk profiles, developing transition to retirement strategies, and conducting regular reviews to ensure the plan stays on track are all important considerations when preparing comprehensive advice to maximise your retirement savings.
Our retirement planning services can address the following questions:
When will you be able to retire?
Will you have enough savings to retire when you want?
What level of income could you maintain in retirement?
How long could your retirement savings last?
Will you be self funded or eligible for the Age Pension?
Our Pre & Post Retirement Strategies
Salary sacrifice
Account Based Pensions / Income Streams
Transition to retirement (TTR)
Downsizer strategies
Self-Managed Super Funds (SMSF)
Investment strategies
Risk management
Non-concessional contributions
Concessional contributions
Annuities
Family trusts
Tax-effective estate planning
Social Security / Centrelink
Ongoing management