RETIREMENT PLANNING

What is retirement planning?

During your working life, you receive regular income in the form of a salary or business income. In retirement, this regular income stops so you need to draw on your savings to meet your lifestyle costs.

The focus for many of our clients is how much do I need? Where will the income come from? How can I help the kids? Can I receive government benefits?

Importantly, it’s never too early to start planning for retirement.

Holistic retirement advice maximises the use of your existing assets and takes into account your specific financial circumstances, including:

  • Superannuation
  • Investment of capital
  • Tax deductions and concessions
  • Eligibility for Government Age pensions/benefits
  • Estate planning

By looking at your financial situation as a whole, we are able to guide and educate you from retirement planning to transitioning.

Whether it’s your goal to retire before you’re eligible for the Age Pension or simply to live comfortably for the next 30 years, we have the expertise to make it a reality.

ADDRESS

Unit 2, 2 Central Avenue
Moorabbin VIC 3189

EMAIL

PHONE

1300 014 368

HOURS

Monday - Friday
9am to 5pm

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