ADVICE TO BE RETIREMENT READY

THE TRANSITION FROM WORKING LIFE TO RETIREMENT IS ONE OF LIFE'S GREAT OPPORTUNITIES.

We have a team of financial planners that are passionate about getting people to enjoy their retirement and ensure we always act in our clients’ best interest.

 

Everyone has a dream of their ideal retirement, yet not many discuss or prepare in advance.

We believe our role is to work as a team with our clients to prepare, implement and enjoy their ideal retirement.

Our process for getting you retirement ready involves the following steps for success:

  • Understanding your past, before we can plan the future. It is vital we get to know what drives you, how you like to make decisions and what has/has not worked to date.
  • Your ideal retirement: discuss your future goals, aspirations, leisure activities, travel and how you are going to occupy your time.
  • Support your mindset change: from accumulation to spending and make sure you know you will have enough.
  • Strategy development: what income do you require to meet your goals and how can we ensure both partners have “sleep factor”?
  • Consider your entitlements: support with obtaining and negotiating any Centrelink or Health Care Card benefits. We have a variety of strategy options available to support you maximising your benefits.
  • Legacy: visionary Estate Planning completes the picture, ensuring we protect your success in life for the benefit of your children and grandchildren.
  • Your Plan: we create a Statement of Advice that details our strategy recommendations and the products that support your goals – not ours!
  • Peace of Mind: implementation is completed by our highly experienced team, attending to applications and implementation of all our recommendations on your behalf.
  • Keeping you on track: regular reviews of your spending habits, the economic environment, new strategies, or opportunities that may become available – we are here to help.
  • Reporting: we provide regular information to your external professional network; Accountants, Solicitors and Centrelink always need updating.