Retirement Planning

Financial planning advice is important at all stages of life, but it is critical as you approach retirement.

Strategies, such as Transition to Retirement, can improve your super balance and therefore your retirement income.

You may also choose to commence a super pension so you can reduce your working hours before fully retiring.

You can also make additional contributions to super after tax, and doing so may greatly reduce your tax in retirement (consider strategies like selling the investment unit and contributing the proceeds to super).

We can assist you with an understanding as to how much income you can draw, how long your assets will last and what your entitlement to Social Security will be, so that you can plan for a happy and relaxed retirement.

If you would like to discuss this in more detail please contact us.