Let’s start planning your next chapter – today
Retirement is the start of a whole new chapter, but when it comes to the how, what and when – there’s a lot to consider. So even if your next chapter is still a little way off, now is a great time to start giving it the careful planning it deserves. And our team can help.
Our Financial Planners can help you plan and structure your next chapter, including:
• assessing your cashflow, considering your income needs, and working with you to identify what your retirement may look like
• maximising your investments to ensure they’re appropriate to your financial needs and your retirement objectives
• tax-effective contribution strategies to help you achieve your best possible retirement
• forward planning of the sell-down of any investment assets outside of super
• recommending strategies to help you reduce your work hours if you want to ease into retirement more gradually.