Retirement Planning

Retirement means different things to different people. For some, traveling around in Australia in a caravan is a life-long dream but for others flying at the pointy end of the plane and staying in 5-star hotels around the world is more how they see life after work. Or maybe spending more time with the grandkids or volunteering in your local community rate high on your list of retirement goals.

We all have different ideas of what the second half of our lives looks like and that’s why planning for your retirement is so important.

We understand that this can be a confusing and emotional time and that you will have a lot of questions.  We can help you :

• Identify how long your funds will last by looking at your income and assets and how they are structured
• Identify if your finances are structured to maximise government benefits
• Look at ways to minimise any tax you pay in retirement
• Identify any aged pension / government assistance applicable
• Provide advice about different income streams, such as pension or annuities
• Provide estate planning recommendations so your money goes to the right people at the right time