Retirement Planning

Planning for your retirement

Making the most of what you have, ensuring your money will last and planning to do the things you want to do.

Retirement planning is all about giving substance and form to your goals and dreams for a happy life after work.  It’s about helping you make the most of what you have today, ensuring a solid foundation on which to build and grow your wealth.

It’s about being not only financially, but also emotionally prepared for retirement, willing to embrace the changes and challenges that it will bring you and those close to you.

It’s about being intentional about health and fitness, it’s about being realistic, about being grounded, and above all it’s about having a plan and a professional who will guide you each step of the way.

Gone are the days when retirement meant winding down and living life at a slow pace.

Today’s retirees have goals and aspirations, are living longer and looking to do exciting things well into their retirement years.

With more to do than ever, having money to fulfill your dreams, while still being able to meet your ongoing commitments for the rest of your life is critically important.

You don’t want to run out of money. You don’t want to be worrying about money and you don’t want to be working to cover gaps.

Regardless of whether you feel you have enough for total financial freedom, or for whatever reason you’ve been a late starter to saving, the most important thing is to plan and make the most of what you have.

This means getting sound strategic and investment advice and following that up with regular reviews over time. You don’t know what you don’t know and a licensed financial planner can help you set realistic goals, analyse your resources and arrange your affairs to your best strategic advantage.  They will ensure that you access your correct Centrelink entitlements and manage that process for you.  They will help you achieve your needs and wants while ensuring that your assets are invested in line with your investment profile giving you peace of mind.

If you haven’t done so already, as first step we suggest you take our “Retirement Ready Scorecard”.  It will help you to focus your thoughts on some of the issues to address as you approach your own retirement challenges.

Enjoy the stress free retirement you’ve always wanted.