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Pre & Post Retirees

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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:
 

  • Define their ideal retirement. 
     

  • Calculate how much they will need in investable assets and superannuation to achieve their ideal retirement. 
     

  • 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:
 

  • Execute their retirement.
     

  • Create retirement income streams, typically from pension accounts and if eligible, the government age pension.
     

  • Provide assistance with estate planning, succession planning and gifting wishes. 
     

  • Ensure they do not run out of money prematurely through ongoing investment and cashflow advice. ​

For more information, please visit our Retirement Planning Hub. 

Retirement Planning Seminar
11:33

Retirement Planning Seminar

Here's 11 minutes of Retirement Financial Planning strategies and things to consider! This advice is all general in nature. Feel free to book in an obligation free chat to receive personalised advice based on your situation and goals! Visit https://www.sourcewealth.com.au/retirementplanning
Financial Planning for People in their 50s
01:58

Financial Planning for People in their 50s

In this video I discuss some of the common things people in their 50's need to plan for financially including options for your surplus cashflow as your mortgage diminishes, retirement planning, reviewing your superannuation, adapting to kids finishing high school and the need for life insurance. The purpose of this content is to provide general information only and is not personal financial advice. To book in an obligation free initial appointment visit https://www.sourcewealth.com.au/freeinitialappointment
Financial Planning for People in their 60's and above
01:40

Financial Planning for People in their 60's and above

In this video I discuss some of the common things people in their 60's need to plan for financially including retirement planning, optimising your super, applying for government Age Pension, taxation planning and philanthropy and other legacy wishes. The purpose of this content is to provide general information only and is not personal financial advice. To book in an obligation free initial appointment visit https://www.sourcewealth.com.au/freeinitialappointment
The optimal retirement wealth structure
08:46

The optimal retirement wealth structure

We can help create an optimal retirement structure for you considering tax, costs and income both now and in the future! visit www.sourcewealth.com.au/retirementplanning General advice only! To receive personal advice, reach out to us.
Best Tax Structures In Retirement
01:55

Best Tax Structures In Retirement

It is crucial to get your structure right, or you could pay an extra $30k in tax per annum. Find out how: https://www.sourcewealth.com.au/post/how-you-can-have-too-much-money-in-your-personal-name-in-retirement Book your obligation free appointment at: https://www.sourcewealth.com.au/ General advice only. For personal advice, please reach out.
Receive MORE Age Pension
00:45

Receive MORE Age Pension

You can get significantly more Age Pension via this strategy. However, it does have a number of complex considerations that a retirement planning expert can assist you with!
Age 60 can mean Less Tax
00:33

Age 60 can mean Less Tax

Find out if a TTR strategy is right for you at www.sourcewealth.com.au/retirementplanning
Save up to $40,000 in tax with Carry Forward Contributions into Superannuation
00:39

Save up to $40,000 in tax with Carry Forward Contributions into Superannuation

Save tax now and in the future! If you would like to know if this strategy would work for you, please reach out at www.sourcewealth.com.au
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