Approaching Retirement

You’ve worked hard, raised your family and are finding yourself daydreaming about retirement. Travel expo’s are looking increasingly attractive and your retired friends are gloating.

You’ve accumulated assets and enjoyed a comfortable standard of living. But interest rates are low. The sharemarket is unpredictable. And you have questions…

  • Do I have enough?
  • How long will my money last?
  • How do the superannuation changes impact me?
  • How does Centrelink work?
  • How can I protect my assets from volatility?

At Strategic Retirement Solutions we can give you the peace of mind you are looking for. We can show you:

  • What a comfortable retirement looks like for you
  • How you can transition into retirement
  • How to structure your investments to provide you with protection during volatile times
  • How restructuring assets can help to maximise future Centrelink benefits
  • How to ensure your assets pass to your beneficiaries with minimal tax implications

We look forward to working with you to give you the confidence to plan for an enjoyable and rewarding retirement.