Financial Planning in your 60's and above

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Your 60's and above are all about planning for retirement or if you are already retired, living your best life without the stress of running out of money. 
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There are a range of important ages in this decade, from age 60 when you can access your super, age 65 when you can have a full tax free pension account, and age 67 when you meet the age eligibility for government Age Pension. These ages create a range of different investment, tax and cashflow opportunities. We typically help by: 

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• Creating retirement plans which show when and how you can retire considering your super, personal wealth, goals and objectives and government entitlements (if applicable). 
   

• Maximising your super and minimising your tax through a range of contribution and other strategies.
   

• Combine your finances with your partner in a way that suits you both
   

• Assistance understanding, managing and often maximising your government entitlements 
   

• Taxation planning for future beneficiaries to ensure your family achieves the best possible outcome
   

• Assistance with your legacy wishes