RETIREMENT PLANNING

It is never too early to start your retirement planning. In fact we encourage our clients to think about their retirement goals early on in order for us to help them achieve their desired lifestyle in retirement.

Do you ?

With average life expectancy increasing, many Australian’s will spend up to one-third of their life in retirement. However, many people do not recognise the need for retirement planning until the later years.

"The truth is, it is never too early to start your retirement planning. In fact we encourage our clients to think about their retirement goals early on in order for us to help them achieve their desired lifestyle in retirement."

HOW WE CAN HELP YOU

Budgeting

How much income your assets will generate 

Savings Strategies

Whether you need to downsize

Work

The impact of you working part-time

Insurance Strategy

Whether you still require your personal insurance in retirement

Government Support

Helping your eligibility for any government assistance

Super Fund

Ensuring your assets and Superannuation are suitably set up for your retirement

Allocation Strategies

Advice on contributions to Super, to improve your position and save tax

Protection

What other assets you may wish to retain, such as shares, investments properties, etc.

Long-Term Trusted Partners

Adjusting your portfolio regularly through reviews and aligning it with your current situation and lifestyle

Planning for retirement can be an overwhelming task, but it doesn’t have to be. Our many close relationships with those in retirement has shown us that people value clarity, confidence, freedom and security.

See What Our Clients Say

My husband and I highly recommend True Journey Financial Planning. Working with Tamara and her colleagues has been very easy, they are extremely knowledgeable and professional, and are able to explain complex concepts in layman's terms. Tamara genuinely wants to best for her clients and we are very impressed with her work, not to mention relieved that we won't be destitute in retirement, due to changing our super and insurances on her recommendations. Thanks!

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Laura Smith

Thanks to Tamara we know that what ever the future may bring we have made provisions for the unfortunate illness or accident but most of all we will be able to retire and still live comfortably - Thank you for taking this journey with us

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Ellen Van Rensburg

I was recently referred to Tamara by my wonderful Mortgage Broker and have since referred two other friends (with more to come!!!) Due to changing personal circumstances and increased financial responsibilities, I felt it important to meet with a trustworthy Financial Advisor to review my current financial situation and learn how to achieve my long term goals. I wanted to ensure I was better educated in Superannuation and well position to prepare for my retirement. I also wanted to make my money work for me to the best of my ability. Tamara was simply a God send..

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Fionna Totterdell

Frequently Asked Questions

Yes, our initial meeting is completely free and without obligation.

Yes, in most cases our financial planning fee can be deducted from your super. Fees range depending on the complexity of the advice needed, which we will discuss in our initial free meeting. Before proceeding, you will fully understand any fee, and the benefit of the advice.

Not necessarily. A lot of our clients require our help initially to either a) make a recommendation for their super and/or put in place personal insurances. We are then available as a soundboard and coach as they require additional advice down the track.

We will take the time to ensure you fully understand your choices and help you navigate through various options, so that you can make decisions that are right for you and your desired lifestyle.

Request a Call Back

Take the first step towards your dream lifestyle and financial freedom with True Journey Financial

Speak With A Certified Financial Planner ®

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