Having a financial plan tailored to your lifestyle goals is essential to help you achieve the life you want to live in retirement.
There is a growing trend that Australians are retiring earlier from full time employment and generally living much longer than previous generations. People are now spending more than a quarter of their lives in retirement, so how far will your accumulated savings last, and what kind of lifestyle will be available to you?
At this stage of life, maximising your income is critical. We take all factors into account when advising you of the optimum strategy to maximise your income, minimise tax and optimise social security benefits. We can advise on how to position your investments into an income stream which considers access to funds, the longevity of payments, investment options as well as transition to retirement, taxation, death benefits and eligibility to social security.
We can assist you with a strategy to help you achieve your 'Future of Choice'. Contact us for a no obligation discussion on how we can help you.
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