Retirement Planning

Your future is not about what you are retiring from, but what you are retiring to.

You know where your income is coming from today but do you know where it will come from in retirement? The money you live on in retirement may come from your super, Centrelink benefits, personal savings and or part-time work.

Ensuring that your money is working for you is important at every stage of life. It becomes crucial when you retire, as you need that money to support you through retirement. On average, people are spending around 20 years in retirement. That is why it is important to invest your money wisely.

Retirement planning can assist you to plan and manage your financial situation for your retirement, so you can maintain a regular income, enjoy life and retire with confidence. Only about one-third of Australians are actually saving enough to meet their retirement goals.

A sound retirement plan can help you:

  • Prepare for your retirement with sound financial strategies to meet lifestyle goals,
  • Ensure you obtain the maximum tax, Centrelink and Government benefits, and
  • Plan your estate so your loved ones are taken care of and in a tax efficient manner.