Enjoying your retirement, stress free

Enjoying your retirement, stress free

Retirement Planning Advice

For some, exploring Australia in a campervan may be the ideal retirement; for others, it could mean spending more time with the grandchildren, gardening, or pursuing other passions that were previously placed on hold.

Regardless of what retirement means to you, no one wants to spend their golden years worrying about money.

We are all living longer, and for most of us, compulsory superannuation payments or the Age Pension alone won’t be enough to help us achieve the retirement lifestyle we dream of.

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A bit of careful planning can help to eliminate the worry of not having enough to live on. The best way to find out how much you’ll need for a comfortable retirement is to speak to a financial adviser. Together, we can work out what retirement means to you, including lifestyle goals, cost of living expenses and how much money you’ll need to fund the quality of life you’re aiming for.

Wherever you are on your journey towards retirement, it’s never too early to start planning. Even if you feel you’ve left things a little late, effective planning now can still make a real difference.

To help you prepare, consider the following retirement planning checklist:

  • When would you like to retire?

  • What are your lifestyle goals in retirement?

  • How much money will you need to fund these goals?

  • How much superannuation savings do you have?

  • Any foreseeable expenses you need to allow for?

  • Any dependents that require financial support?