So you’re ready to retire – congratulations!
A Catholic Super financial planner can take you through everything you’ll need to retire well, including:
Note that if you have a defined benefit scheme, we can also explain what happens when you retire, how much your scheme will be worth, and include this amount in any retirement strategy recommendations we provide for you.
We’ll help you take the guesswork out of your decision-making, create a plan, and put it into action – so you can achieve your best possible retirement.
Once your plan is created, we recommend that you arrange additional check-ins with your financial planner from time to time to help ensure your plan is on track and continuing to deliver what you need for your retirement.
The decision to retire is based on a number of factors – here we take a look at the basics of preparing for your retirement.
The decision to retire is based on a number of factors – here we take a look at the basics of preparing for your retirement.
If you’ve got a question or you’re not sure where to start, our team is here to help. Plus, we can refer you to one of our qualified financial planners if you need financial advice.
