FINANCIAL PLANNING FOR
PRE-RETIREES
Life certainly changes once the kids move out of home, as you start to really think about what your future years will be like.
It’s so important that these next 10-15 years are financially productive for you, but many people in their late 40’s and 50’s are so busy with work, friends and family, that it can be hard to find the time to get started…and then there’s even knowing how and where to start (which can lead to doing nothing).
That’s where we come in! Our role is to organise your finances for you and make it a simple and even enjoyable process.
Regardless of your current financial situation, we are here to provide you with the right advice to get you on track for a comfortable and enjoyable retirement.
It’s simple…The sooner you start planning, the better off you will be in retirement.
How We Can Help
Reduce Mortgage
Strategies to help you pay down your mortgage faster
Super Advice
Reviewing your super to ensure it’s performing well
Tax Planning
Strategies to minimise tax that you pay
Boost Super
Advice on how to boost your super with tax effective contributions
Cash Flow
Managing your cash flow effectively
Insurance
Ensuring you have the appropriate insurances in place to protect your retirement plans and lifestyle
There is so much we can do to help you get set up for an enjoyable retirement. Advice fees may be deduced from your super if eligible, making it more affordable than ever to get professional advice.
Make the best financial decisions as you start a new chapter in your life
By Tamara Gillman, CFP®