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Enjoying It – Retirement Plan

This is your retirement plan. Here we look at your pre-retirement and post-retirement needs and look at ways to improve your position. In pre-retirement, we need to understand at what age you would like to retire and with what income. We can then determine the asset base that you need to build to achieve your retirement goals and whether you are on track. To do that, we need to understand what assets you have within super and what assets you have outside of super and with the ever changing contribution rules, how we can get enough funds into super to achieve your objectives. In post-retirement, you’ll be relying on your superannuation pension and any age pension that you are eligible for so it’s all about properly managing your investments and eventually setting you up for aged care.

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