Retirement Planning

One of the things we all appreciate is how quickly time passes.  Each year seems to pass more quickly than the previous one and before you know it, a decade has passed!  So it is important for us all to ensure that we make the most of life and the opportunities it brings.  This includes planning for retirement.

You can never start too soon. Building up adequate financial assets whilst raising a family, paying down the mortgage and achieving your lifestyle goals can be a challenge. Careful planning and discipline are integral to success.

Much to consider

There are many things to consider when planning for retirement. Things like: whether superannuation, which can’t be accessed until retirement, is preferable to other forms of investment; what is the most tax effective way to manage leave entitlements; will you be entitled to receive the government Aged Pension or other benefits; and will you be liable for tax during retirement.

So whether you are approaching retirement or planning well ahead of time, we can assist you in maximising the outcomes so that you can enjoy your retirement with adequate income. Speak to Vicki Adams or your client manager to see how we can assist you.

Retirement Planning Specialists