Countdown to Retirement

Countdown to Retirement

You've probably got on top of a lot of responsibilities in life and might be looking to make more lifestyle choices for yourself.

It's not uncommon for people in their 50’s to be secure in their career, planning overseas travel, and looking at growing their investment portfolio. Everyone over 50 should also be actively planning their retirement.

A major focus at this stage should be superannuation.

The challenges you may be facing:

  • Funding a preferred lifestyle
  • Will I have enough to retire in the future?
  • Incoming inheritances
  • Incoming inheritances
  • A greater degree of independence

How can we help?

  • Superannuation strategies
  • Tax effective strategies to enhance your future retirement
  • Aged care assistance for parents
  • Estate planning considerations