Retirement Planning and Investment Advice – Here are some questions to help you start saving for retirement:
- What does a ‘comfortable’ retirement look like?
- How much do you need to retire?
- How can you boost your super?
Many people underestimate how much super they’ll need to retire. Additionally, with improved life expectancy, many will be spending much longer in retirement than past generations. This means you need to retire with more wealth to ensure your income stream lasts. The government Age Pension is designed to give you a basic income. However, it’s unlikely to give you the financial freedom you want for the 20 or more years you’re likely to spend in retirement.
It’s never too early or too late to get started. No matter your age or life stage, taking control of your super savings and investments will help you enjoy a more comfortable retirement. We specialise in Retirement Planning and Investment Advice to ensure a secure and prosperous future.
The followings are what we can do to help achieve your retirement goals:
- Investigate your current superfund and find you a more cost-effective superfund.
- Determine your tolerance to investment risks and find you the most suitable option to for you to comfortably invest your funds in.
- Determine the contribution strategies that best suit your current situation and your goals to boost your super while taking advantage of potential tax benefits.
- Establish, maintain or wind down a Self-Managed Super Fund.
Talk to us today about your super contributions to stay compliant with government caps and minimise additional taxes on excess contributions.
Ready to achieve a Comfortable Retirment and Peace of Mind with the right Retirement Plan tailored to your specific needs and circumstances? Reach out to us at 1300 731 372 or easily schedule your first meeting through our booking portal.
- Initial meeting is free of cost.
- In the session we’ll understand your current situations and identify your goals and objectives.
- Meetings are available online, over the phone or in-person
