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SPENDING IT

Guess what, you've made it. 

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This is the best time of your life and it's important to understand that it's never to late to maximise what you have, or start planning for the lifestyle you desire.

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The kids are (somewhat) off your hands and you’re thinking about when to stop work. You have a vision of what retirement looks like and want to make sure the assets you’ve worked so hard to build over your working life can deliver it.

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This is where you are finally transitioning from working to pay the bills to paying them from the asset base that you’ve built up. It's important that you have the security of knowing that your money will last as long as you do.

Things you should consider 

RETIREMENT

Retirement planning can be complicated! Don't let your retirement be a 'set and forget' strategy.

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It's important to understand that regardless of your age or when you want to retire, it is never too late to have a plan. 

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It may surprise you how much income you could be generating... while you sit back and revel in your retirement

ESTATE PLANNNG

Let's face it. No one wants to think about what will happen when you pass away, but it's important now more than ever to decide what will happen to your assets when you pass. 
 

Let's put a plan in place to minimise tax implications, leave your assets to the right people and avoid family squabbles. 

INSURANCE

You may not have as much debt as you did in your early 30's, 40's or 50's... So are your insurance needs still meeting your goals?

Now is the time to review your protection and ask the important questions, are you paying too much? what cover do you really need? 

We're here to help protect what still matters and hopefully free up some cash! 

YOU MAY FIND YOURSELF...

  • Unsure about when you can afford to retire or if what you have saved is enough.
     

  • Reducing your working hours without impacting your lifestyle.
     

  • Worried about if your asset base will get you through your retirement, do you have enough?
     

  • Unsure about if you will be eligible for the age pension.
     

  • Wanting to help your children with some expenses such as a new car or a home deposit. 
     

  • ​Planning your dream holidays but unsure if it will compromise your long term retirement plans

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