Pre Retirement Planning

Generally after 50 years of age, reitrement thoughts and questions begin to pop up.

The role of Financial Advisor at this time is to assess projected income outlook bassed on current circumstances and then actively advise on strategies to move forward.

Strategies may include -

  • superannuation
  • debt managment
  • investment portfolios
  • property
  • transistion to retirement pensions

Essentially these are aspects or tools of pre retirment planning. We see the key function is the delivery of a whole co ordinated approach, so the client is motivated to navigate in that direction and can focus to meet retirement objectives.

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