Preparing for Retirement

Retirement for many can be an overwhelming prospect, but for some it is a time when dreams become a reality - letting go of that full time commitment. Depending on the lifestyle you’re acquainted to, planning for retirement will look different to each individual. If you’ve planning to retire, shorten your work hours, or even get a sense of your current financial standpoint with retirement in mind, we are here to help.

We understand that retirement is a lot more than just the financial aspect. Taking into account personal feelings and emotions, we can help take that financial stress out of your hands.

The three main sources of income during retirement are as follows:

• Superannuation

• Non-Superannuation Assets (Property, Shares, Fixed Interest and Cash)

• Centrelink Aged Pension Benefits

Our team is kept up to date on the most recent legislation to help you to the best of our abilities. To find out more about how we can help you plan for retirement, contact us now.