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Retirement Planning

It’s never too early to start financially preparing for retirement. If you are 45 years old or over, planning becomes even more time critical.
 

We can help you define what a good retirement looks like to you and then put in place various strategies to help you maximise the likelihood of success, some of which include:

We can help you map out what you would like your retirement to look like. It could be a:

 

  • Traditional Retirement (e.g. working full time until age 65 then fully retiring)

  • Phased retirement (working part time earlier in life and perhaps working longer)

  • Financial Independence Retire Early (working and saving extremely hard in your early years to be able to afford to retire by age 40)

  • Lifestyle change retirement (doing something completely different in retirement)

Whichever retirement you are after, we are here to ensure all of your hard work translates into the retirement you have dreamed of! 

Where would you like us to automatically send your Free Retirement Guide?

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©2023 by Source Wealth Pty Ltd. 

Authorised representative of Lifespan Financial Planning Pty Ltd ABN 23 065 921 735

Australian Financial Services License 229 892

Financial Services Guide

The purpose of this website is to provide general information only and the contents of this website do not purport to provide personal financial advice.  We strongly recommend that investors consult a financial adviser prior to making any investment decision. The contents of the our website does not take into account the investment objectives, financial situation or particular needs of any person and should not be used as the basis for making any financial or other decisions. The information is selective and may not be complete or accurate for your particular purposes and should not be construed as a recommendation to invest in any particular product, investment or security. The information provided on this website is given in good faith and is believed to be accurate at the time of compilation. 

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