Retirement

RETIREMENT PLANNING

With superannuation guarantee contributions established in just 25 years, it is a common case that a great many retirees have insufficient funds to retire independently.

The purpose of establishing a plan is to capture, create and/or manage your journey, whenever that may commence for you.

A retirement plan can specifically identify your goals and objectives.

It will provide you a pathway to follow in order to meet them.

As is often the case in life, there will be unintended outcomes along the way and we will need to deal with these.

As an adviser, I look to work along with each client to maximise their outcomes via a strategic plan that has been modeled on the clients’ individual needs.