PRE & POST RETIREMANT PLANNING

HIGH VALUE NEED

• Accumulate sufficient capital to self-fund your preferred lifestyle in retirement.
• Certainty that your income requirements are met in retirement.

SPECIFIC STRATEGY

• Salary Sacrifice.
• Transition to Retirement.
• Co-Contribution.
• Centrelink Assessment.
• Age Care.
• Contributions.
• Account-based Pensions.
• Non-Commutable Allocated Pensions.
• Life-Time and Term Certain Pensions.
• Annuities.

OUTCOME

• Peace of Mind knowing that you have enough money to meet your lifestyle expectations without the worries of running out of money.
• Ensure that you are fully utilising the benefits available to you in order to maximise your retirement savings.
• Ensure the lifestyle you wish to live in the future is realised.