Project Overview

Retirement Countdown

Transition to Retirement / Superannuation / Retirement Planning Adelaide / Financial Advice Adelaide / Retirement Planning Broken Hill

Counting down to Retirement? You’ve probably got on top of a lot of financial responsibilities (debt reduction) and might be looking to make more lifestyle choices for yourself (holidays/cars/boats etc). If you have children, they’re likely to be less financially dependent and if you’re lucky they’ve left home. You might want to help them to buy a home of their own or put some cash towards their wedding.
It’s not uncommon for people in their 50s to be secure in their career, have a little more cash than they had previously and starting to plan some holidays and looking at growing their investment portfolio. Certainly everyone over 50 should also be actively planning their retirement and consequently building passive income streams.

A major focus at this stage should be superannuation – and managing how much tax you pay.

The challenges you may be facing:

How can we help?

  • Tax minimisation and planning
  • Transition to Retirement (TtR Strategy)
  • Superannuation strategies
  • Wealth accumulation
  • Is it time to review/reduce your personal insurances?
  • Business/Farm succession planning
  • Estate planning considerations

If you want any help or need some advice email call (08) 7160 1191

Book an appointment at our Adelaide office or Broken Hill by clicking here