This is the time to indulge in hobbies or travel, enjoy your family and prepare for transferring your wealth. Or perhaps you’re setting off on a new adventure!

Your goals may include:

  • Turning retirement savings and pensions into income
  • Managing taxes
  • Managing savings to last
  • Making changes to your will and estate planning
  • Buying a caravan, boat and travelling
  • Inheritance tax mitigation
  • Gifting to family
  • Preserving your capital
  • Estate planning.

One of the biggest unknowns when planning for retirement is how long you will need retirement income. On average, Australians will spend between 20 to 30 years in retirement. But there’s also a good likelihood that you will be living beyond life expectancy, which can make it difficult to plan. The ability to enjoy all those years in retirement has a lot to do with the amount of retirement savings a person has.

As approximately half of retirement income is generated during retirement, having the right investment strategy is crucial.

We can discuss with you a range of strategies and provide investment advice to help you live the retirement you want.

There are a number of smart ‘moving into retirement’ strategies that aim to maximise your retirement while maintaining your current income.

We can assist you to work out what’s right for you and help you with a tailored strategy.

Contact us today for more information.

Further reading

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

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