Your retirement could represent as much as 25% of your lifespan and will be probably the largest amount you will accumulate to provide your income in retirement.
The importance of contributing adequately to your superannuation cannot be overstated.
We help you to start planning for your retirement now rather than leaving it until later when you do not have the resources or time left to make a difference.
There are many reasons why planning now can put you in the driver’s seat later.
Our pre-retirement checklist service covers:
- When you would like to retire?
- How many years of retirement do you need to provide for?
- What do you want to do in retirement?
- What are your lifestyle objectives and goals?
- How much income will you need?
- What types of superannuation contributions will provide you with the most effective result?
We examine your most suitable retirement options, whether it be allocated pensions, term allocated pensions, complying pensions or social security benefits, to establish the most tax effective method in order to get the best income available to you.
When examining retirement within your financial plan we will provide and consider:
- short-term (1-year) , medium-term (3-5-year ) and long-term (5+ year) retirement aspirations
- long term income projections
- long term capital projections
- taxation calculations
- cash flow forecasts
- government entitlements
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