Superannuation and Retirement Planning

Retirement for you could be a long way off, or it might just be around the corner. No matter what stage of life you’re currently at, it’s never too early to start thinking about how you can make the most of your retirement years.

Retirement is the time when you can finally relax and pursue the activities that you just don’t have the time for when working.

Regardless of when you choose to retire, it’s best to start thinking now about how you’ll fund your retirement.

Taking an active interest in your superannuation early is critical to ensuring you maximise the benefits of growing this important asset.

How much you need to enjoy a comfortable lifestyle in retirement will depend on things like your current assets and expectations of your lifestyle in retirement.

Chances are your employer contributions may not be enough and you may need to look at additional contributions.

What type of superannuation fund is most appropriate for you is an important decision and can significantly impact on the amount of fees you pay; and

Structuring your portfolios to support your Retirement Income Stream including maximising Centrelink benefits can be just as important.

We take the time to understand your individual circumstances and listen to your retirement goals to help you plan for the future, and to decide the best strategies for your superannuation, self-managed superannuation fund and retirement income streams.

Have you thought about the type of lifestyle you’d like to lead when you retire? Will you be travelling the world? Or maybe you’re thinking of downsizing your home? No matter what your intentions are, we can help you to achieve your retirement goals to ensure your dreams become a reality.