In retirement?

You have worked hard all of your life, now it’s time to sit back, relax, explore the world, start a new hobby and spend time with your grandchildren. During retirement, you don’t want to be concerned about the financial markets, or worried about the impact of foreign economies, such as China or the United States, on your retirement funds and retirement income stream.

Above all, the last thing you need on your mind are those daunting questions like;

  • Do I have enough money to maintain my present lifestyle?

  • Is my retirement money working hard for me?

  • Will my retirement savings be enough or will my money run out?

  • Will I be able to fund medical essentials in retirement?

 

Goals for this category commonly include:

 

  • Capital preservation

  • Regular and reliable income

  • Maintaining lifestyle during retirement

  • Regular travel – overseas and domestic

  • Understanding aged care and review alternatives

  • Ensuring government entitlements, such as Centrelink benefits, are identified and accessed.

  • Estate planning and transfer of assets

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