Enjoy Life. Whatever your hopes are for retirement you will have more of a chance of meeting them if you have a tailored financial plan in place.
Read on and we will explain..
At critical stages in life such as before retirement or following retirement, making the right decisions can make all the difference to your lifestyle.
That’s why a tailored financial plan will give you the peace of mind knowing that your retirement goals and dreams are on track.
At Tailored Lifetime Solutions we will help you:
- Determine how your cashflow needs including any one off expenses will be met
- Understand how long your retirement savings will last
- Access your super
- Establish super pensions
- Determine eligibility and apply for the Government Age pension/benefits
- Consider the impact on your cashflow and Centrelink entitlements if you down size your home,
- move to a retirement village or into aged care
- Review your investment strategy and retirement income on a regular basis
- Review your estate planning needs
Call us today to discuss discuss how we can help you enjoy life after retirement.