Pre-Retirees

With 20 or more years of retirement ahead of you, your priorities will depend on how well you’ve prepared.

Your goals may include:

  • Protecting your assets
  • Debt elimination
  • Family healthcare
  • Helping your children
  • Retirement planning
  • Wills and trusts
  • Business exit strategy

Planning for retirement at this life stage is imperative and you may have already started thinking about your retirement and even decided the age you want to retire, but do you know if you’re in a position to get there?

Transitioning into retirement means different things to different people so it’s important to find the right solution for your needs.

You may want to consider reducing your work hours and semi-retiring, increasing your salary sacrificing, or taking advantage of a transition to retirement pension.

Contact us today for more information.

Further reading

To download useful guides to understanding retirement income, estate planning and understanding SMSF simply add you email address below to unlock the content.

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