FINANCIAL PLANNING FOR RETIREES
Retirement is about starting a whole new journey following many years of hard work and sacrifices. It’s the time where you are enjoying the rewards of your life savings. It’s not just about money, it’s also about you’ll enjoy your new freedom and lifestyle.
It can also be a complex time, as you’ll need to address your Super and Pensions and how to make the most of your assets.
Initially we are often asked:
“When can I afford to retire?”
“What kind of lifestyle will I be able to live?”
“Should I downsize?” “How can I protect my assets?”
At True Journey Financial Planning, we will take time to get to know you on personal level and understand
how you’d like to enjoy your retirement, then develop a plan around your goals.
We keep things simple and ensure you are well informed at all times.
How We Can Help
INCOME
Providing you clarity and confidence
with your retirement income
Lump Sum Purchases
Helping you make decisions on how to fund any lump sum purchases (such as holidays, health, gifts, etc)
Investment
Investing your retirement savings according to your needs
PENSION
Using pensions effectively for tax-free income
Centrelink
Helping you maximise any Centrelink entitlements
Insurance
Considering any personal insurances to protect your wealth
Diversification
Ensuring your assets are well balanced and diversified
Trusted Advisor
Being your reliable, available and trusted partner for your future
It’s your life, your retirement, and your dreams. Our high level of expertise and personalised service means that you can feel security, confidence and peace of mind during this enjoyable time of your life.
Make the best financial decisions as you start a new chapter in your life
By Tamara Gillman, CFP®