Retirement funding

Will you have enough money when you stop work?

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Plan for your best life

understanding your retirement income

Are you on target to have enough money for when you stop work? Do you even know what that target should be? It’s different for everyone and we can help you gain clarity on what you will need.

Ceasing work can be daunting, and proper planning can ensure you’ll be comfortable with your retirement income. Regardless of what stage you’re at in your working life, we can project how long your money will last. This process will help you make decisions on when you can retire with confidence.

Retirement funding is about determining what income you will need to feel comfortable when you stop work, and how that income will be derived. As part of our service, we’ll provide advice about your existing investments, and whether you’re eligible for any government benefits.

If you’re thinking of retirement, let’s have a conversation. The earlier we get involved, the more we can do to support you living your best life after work.

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FAQs

Common questions about Retirement Funding

To drawdown from your super in Australia, you have two options: a lump sum withdrawal or an account-based pension. You’ll need to consider the tax implications of each option.

First consider your financial goals, risk tolerance, and investment timeframe before changing superannuation investments.

To be eligible for the Centrelink Age Pension in Australia, you must meet age requirements and residency criteria. Your income and assets are assessed through means testing. Eligibility and payment amounts can vary based on these factors. Services Australia’s(Centrelink) website has up-to-date information.

connect with us

Want to know more About Funding your Retirement?

Send us an enquiry or talk to Graham or Rebecca by calling 02 9526 8598