Do you dream of retiring sooner rather than later?
Or are you just over 50 and although you may find it hard to envisage yourself retiring, you know it will happen one day.
Retirement planning should be exciting, not stressful chore.
Did you know, ‘Australians spend more time planning their annual 4 week holiday than they do planning their retirement each year’.
We have heard all the reasons why people do not plan their retirement.
And from new clients, we hear the comment all too often,”Why didn’t I do this earlier?”
So, stop worrying, stop procrastinating, take action and make the process enjoyable.
The services and processes listed below, make up part of the planning process.
Our Retirement and Wealth Projection Tool is specifically designed for those wanting to have absolute certainty in retirement.
It takes the guesswork out of the planning process and the software is fully compliant and audited.
The data helps us identify the best strategy for you to meet your goals.
However, if we determine your ideal lifestyle goals may not be met, then we will explore and discuss alternative solutions with you to meet those dreams and goals.
It can be tailored to all financial positions and needs.
It will project your retirement nest egg and gauge how long your capital will last.
You will have confidence in knowing you will have enough income to do the things you want to do.
It will be tailored to meet your legacy aspirations.
Will you leave behind a legacy for your children and grandchildren OR SKI (Spending Kids’ Inheritance).
You can walk away knowing you have…
- Peace of mind that your capital is secure or the risk is within your tolerance.
- The ability to meet your income needs and your capital will last.
- Maximized Centrelink benefits with tax control in mind.
- The ability to enjoy your retirement without stress or worry.
Next steps
Call us 07 4041 2055 or click below, to discuss how we can assist you. The first conversation is on us!
Complimentary and obligation-free Appointment
Your complimentary initial meeting is obligation free and a great opportunity to meet our Planners and discuss your goals.
Both Planners have been specializing in helping clients retire for over 20 years.
Come in for a chat……we’d love to meet with you.