Retirement Planning 

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You work hard in life and retirement is your reward. We work with you to ensure that your retirement meets your expectations.

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The sooner you start planning, the more time you have to ensure your retirement is everything you're expecting.

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The main questions to consider are:

 - What does my income in retirement look like?

 - Will my money last?

 - Am I entitled to any government benefits?

 - What are the gifting rules?

 - Can I still contribute to my superannuation after I've retired?

 - Is downsizing the best strategy for me?

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Retire Invest

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How much you need in retirement depends on what age you plan to retire and how comfortable you want your retirement to be.

 

No matter how much money you have when you stop work, the idea that you will no longer receive a salary and will need to rely on your nest egg is scary. One of the biggest issues in retire investing in sequencing risk - ie a big loss early in retirement.

 

We are experts in structuring investments in retirement to make sure your portfolio is setup correctly so that you can enjoy retirement and not have to worry about money and markets.

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Having a financial adviser during retirement keeps you on track to ensure your funds last and that you are receiving the best outcome from your savings. We regularly review your financial position to ensure the strategies in place are still in line with your needs. 

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