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Dream Big with Confidence

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Retirement Planning

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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.

IMPORTANT INFORMATION

YFG Cairns Pty Ltd (ABN 55 628 589 211) trading as Kelly Wealth Services is an Authorised Representative of Your Financial Guide Pty Ltd under Corporate Authorized Representative Number 1273675. Kelly Wealth Services advisers are authorised representatives of Your Financial Guide Pty Ltd ,ABN 63 628 588 938 and operates under Australian Financial Services Licence No. 511377.

NGFS Lending Pty Ltd (ABN 35 600 762 721) trading as Kelly Wealth Lending Services is an Authorised Credit Representative #475036 of Acceptance Finance Pty Ltd ABN 62 953 405 689 and operates under Australian Credit Licence #391715.

General advice and general educational information on this website has been prepared without taking into account your objectives, financial situation or needs. Before acting on the advice, consider its appropriateness to your objectives, financial situation and needs. By accessing and viewing this website you agree to be bound by the Terms and Conditions of this website. 

Privacy Policy & T & C’s       Financial Services Guide       Kelly Wealth Lending Credit Guide & Privacy Policy

CONTACT DETAILS

P:  07 4041 2055

E:  admin@kellywealth.com.au

A:   Suite 7, Florence House
Level 2, 26 Florence Street
Cairns QLD 4870

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