Retirement Planning

Here’s a snapshot of what you need to know.

Don’t wait until your about to retire to start planning for it. Retirement planning should be part of everyone’s financial strategy and the earlier you start, the better prepared you will be to live your desired lifestyle.

Our Sunshine Coast based retirement planners can help you make educated decisions to build or protect your wealth.

18-35 years

While the need for retirement plans may seem like a long way off, now is the time to start investing. At this life stage, the easiest way to prepare for retirement is establishing your superannuation fund. Legally, all employers must contribute a fixed percentage of your income to your superannuation. Ensuring they are doing this correctly is a great place to start.

35-55 years

At this stage you might start thinking about the type of lifestyle you want to live when you retire. As you become more established in your career and have more assets to your name, you may start to consider personal contributions to your superfund to help you reach your goals.

55+ years

As retirement draws closer, you will probably start to put more thought into your retirement plans. Our retirement planning service can help prepare you for this new transition of your wealth creation strategy. We can also help ensure you are in a financial position to tick off the bucket list items you may have in life.