Retirement planning

Thanks to our high standard of living and medical advances, Australians are living longer than ever before. According to the Australian Bureau of Statistics, on average, a male born between 2013 to 2015 can expect to live to 80.4 years of age, while a female can expect to live 84.5 years. While this is good news, being able to enjoy such a lengthy retirement may cost more than you think.

Book an initial consultation

To find out how we can help you achieve your financial goals book your initial session now. It's obligation free so why not contact us right now?

Start planning now

We can help you to be as ready as possible so you can look forward to your retirement.

To begin with, take a look at our free Retirement Planning ebook.

 

For more information on how we can help you plan a successful retirement, call 07 3831 8598 or email us.

 

*Note: These figures were correct at the end of March 2019, but inflation means retirement costs will rise over time.

 

According to the Association of Superannuation Funds of Australia (ASFA), an individual seeking a comfortable lifestyle needs a yearly income of $43,255 (after tax)*. And depending on the age you retire, you may need enough money to last more than 20 years.

 
Planning ahead

When we draw up a plan, we conduct an in-depth analysis to learn about you and understand your current situation and goals so we can present you with the most appropriate options to suit you in retirement.

 

We can discuss your ideal retirement lifestyle and when you’d like to stop working. We can also help you work out how much income you might need in retirement and  gain an understanding of the types of investments and risks you are comfortable with.

 

Whether you are approaching retirement or it's still a few years away, it’s important that you understand all of the options available to suit you and your ideal retirement such as:

  • transition to retirement strategies

  • boosting your super

  • allocated pension

  • personal insurance requirements

  • tax-effective strategies

  • annuities

  • estate planning