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.