Retire in style

Retire in style

The lifestyle of people in this stage and older are becoming increasingly diverse. More people are travelling, taking up new sports, learning new skills and working later in life.

You might have retired, be semi-retired or still be working full-time. Perhaps you want to help your grandchildren or children financially. You may even be considering downsizing your home to make sure your money lasts for a long time, and to support your lifestyle choices.

The challenges you may be facing:

  • Stabilising career path or business
  • Funding increased consumption or improved lifestyle
  • Changes to family structure, e.g. blended families, separation
  • Continued support of dependants (e.g. education etc.)

How can we help?

  • Accelerated wealth accumulation and investment including gearing and tax effective strategies
  • Superannuation strategies, such as salary sacrifice etc.
  • Estate planning considerations