Retiring on your own terms is not always easy to achieve, however, it is evident that those who plan for retirement are more likely to do so.
There are still many Australian who retire with less than they hoped for and even after paying into their superfunds for many years.
There are savings, insurance and taxation strategies that can help you attain better outcomes but managing it all is complex. Trying to do it all on your own can lead to lesser results than hoped for or needed and even if current savings are quite small it is beneficial to seek professional help.
Our overall aim is to maximise your retirement income and reduce your taxation to help ensure you can afford what you want to do in retirement.
Many employees have more than one superfund and many have lost contact with these investments. Consolidating your superfunds, having the right investment strategies and products are important aspects to consider to achieve a comfortable lifestyle in your retirement.
For more information about successfully planning for and maximising the benefits of your retirement please contact us.