We know many Australians share the same worries, like whether you’ll be able to afford to retire when you want to, or whether you’ve saved enough to enjoy a comfortable post-working lifestyle. Getting expert advice from an financial adviser means you can stop worrying and know that you’re on track to securing the retirement lifestyle you want.
It’s simple really – the earlier you begin planning, the more options you’ll have to choose from when the time comes. Since retirement means something different to everyone, we start by helping you set your post-working life goals – whether it is to travel, buy a holiday house, give back to the community or leave an inheritance for your family. By first understanding your specific goals and personal circumstances, an adviser can then recommend any appropriate retirement planning strategies and help you understand the opportunities available to you, including how you can:
work less for the same income using a Transition to Retirement strategy
increase your super savings tax effectively
pay off debt