What it is
Retirement is both an exciting and daunting period for many people, it’s a new chapter where you get to reap the rewards of your working life. Most people approaching retirement or already in retirement are concerned about:
- Will I have enough to retire on?
- How long will my money last?
How can we help you
- Understand how much money you’ll need to retire and how to get there
- Determine whether you can access Centrelink benefits or have other options besides super
- Help you choose the right income stream structures, so you have enough money to retire
- Set up a transition to retirement strategy
- Generate a regular income from your assets to meet your living expenses and other one-off expenses when you are retired
- Establishing an estate planning strategy to ensure your assets transition to the right people avoiding unnecessary taxes
- Working with you on a regular basis to make sure you continue to live the life you want and manage your capital all the way through retirement
