An end to full-time employment should be a time to kick back a bit and enjoy a well-deserved taste of freedom. Yet, too many Australians regret not saving enough for their retirement. We don’t want you to be one of them.
Although the younger you are, the more effective a plan can be, it’s never too late to start or revisit a retirement strategy. We can help ensure you always have all your bases covered.
We’ll start by getting a clear idea of your current finances. This means understanding:
Once we can have the whole picture we can make your retirement plan or adjust an existing one.
You should take time to consider where and how you see yourself once you stop working. What does retirement look like for you? We can help you make your dreams become a reality by setting specific and achievable financial goals wherever you are on your career path.
You can currently access superannuation benefits tax-free from the age of 60. However, there’s nothing to stop you from retiring earlier if you can afford it however, you’ll usually need a well-devised plan.