Retirement Planning

Retirement planning


Retirement planning usually involves the provision of advice in a number of different areas.  Maximum use of superannuation will almost always be a part of the plan though we will also discuss non superannuation assets, the impact of working casually in retirement, Age Pension entitlements and estate planning considerations.  A plan for retirement will look different for everyone but it is important to have a plan in place.


Contemplation of retirement can be an exciting but also daunting thought.  There are decisions to be made regarding nearly every aspect of one’s financial life when contemplating retirement and seeking financial advice will ensure you make the right decisions during this critical time.


A financial planner can help you plan for retirement in the following ways:
  • Assess Your Current Financial Situation. They will review your income, expenses, assets, and liabilities to determine your net worth. This information will help them understand your financial position and develop a plan to help you achieve your retirement goals.
  • Determine How Much Money You Will Need for Retirement. A financial planner can help you calculate how much money you will need to live comfortably in retirement. They will consider your current lifestyle, expected large expenses in retirement, and other factors to determine the amount you need to save.
  • Develop a Plan to Achieve Your Retirement Goals.  We will recommend investments, savings strategies, and other financial tools to help you build your retirement funds.
  • Monitor Your Retirement Plan. If necessary we will review your investments periodically and adjust your plan as needed to help you achieve your retirement goals.

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