Pre & Post Retirees
Many clients start thinking of retirement from age 45 and require advice on how to fund and execute their dream retirement.
We work with pre-retirees to:
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Define their ideal retirement.
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Calculate how much they will need in investable assets and superannuation to achieve their ideal retirement.
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Advise and implement a range of strategies to save tax and boost retirement savings in the lead up to retirement.
We work with retirees to:
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Execute their retirement.
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Create retirement income streams, typically from pension accounts and if eligible, the government age pension.
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Provide assistance with estate planning, succession planning and gifting wishes.
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Ensure they do not run out of money prematurely through ongoing investment and cashflow advice.
