Whether you’re planning your retirement, or already retired, the right advice can help you secure a comfortable lifestyle, and ensure your assets are invested, transferred and ultimately passed onto the next generation in the most tax-effective manner.
It’s important to consider that your retirement may last a long time. Increases in life expectancy mean that you may live for 20 or even 30 years after you retire around age 65.
You may want to start working less and consider moving to part-time employment. You may also start thinking about ways to provide financial assistance to your children once you are gone.
How we can help
Careful planning before your retire can make a big difference to your superannuation balance, making it last longer and giving you peace of mind that your hard-earned wealth is protected. Here are some of the relevant areas we can help you with:
- Retirement income streams
- Allocated pensions
- Lump sum investments
- Estate planning