Taking it Easy

Retirement means different things to different people. For some people, retirement is about being financially able to stop working. For others, retirement is having a choice about how much to work or what type of work to do. Retirement can be about having the freedom to do what you like, when you like. It means no longer having to get up early. Spending more time with the Grand kids. Travel. Long lunches with friends. Dusting off the golf clubs, easel or walking shoes. Then there are those who fear retirement and wonder how they will fill their days. Will they still be valued and respected long after the job title is gone?

While the retirement experience is as unique as you are, what underpins the experience is the same for all retirees. The state of your health, relationships and finances plays the major role in determining the quality of the experience. Retirement on the high road means having a financial plan and a way of navigating the journey to achieving your life goals. You have worked hard, now it’s time for your money to work hard for you.

We can help you plan:

retired-couple
  • investing for income
  • capital protection strategies
  • Super pensions
  • accessing the Age Pension
  • accessing DVA pension
  • UK Pensions
  • asset structures
  • retirement capital needs
  • retirement income streams
  • small business tax concessions

What do others say they need help with?

“Can I afford to retire?”
“I don’t want to lose any money”
“How long will my money last?”
“Am I eligible for Age Pension?”
“I don’t want to pay too much tax”
“What income can I expect? Is it enough?”
“How do I know what income I need?”
“Should I keep or sell my investment property?”
“Is a Self Managed Super Fund right for me?”