Retiree

RETIREE

Are you planning to live your retirement life or just get by? Many retirees worry about running out of money. Starting your retirement planning sooner rather than later can make a difference.

You’ve worked hard to enjoy your retirement – so make sure you the most of it!

You can gain peace of mind about a host of issues by working with an adviser.

SUPERANNUATION

You’ve worked hard for it – now the challenge is getting the most out of it!

  • Lump sum versus pension
  • Superannuation legislation changes
  • Inside super versus outside super
RETIREMENT PLANNING

You now have more options to retire than ever before with recent changes.

  • What are your options?
  • Transitioning
  • Full retirement
  • Centrelink
INVESTMENT

Funding your retirement income is an important consideration.

  • Retirement income
  • Cashflow management
  • Investment structures
INSURANCE

Protect your hard earned assets with Insurance.

  • Car
  • Caravan
  • House and contents
TAXATION

Make the most of your opportunity to enjoy a tax-free retirement income.

  • Investment reporting
  • Tax legislation changes
  • Tax benefits (through structures)
REDUNDANCY

Whilst being  made redundant, especially after years of service, is a very emotional experience it may be comforting to know that there are opportunities– and the upside is they might help fund a better retirement lifestyle.

  • Funding your retirement
ESTATE PLANNING

In the event of the unexpected, seeking and implementing advice can provide you with peace of mind. There are also opportunities to make sure your children and grandchildren get good financial advice in relation to the assets you leave them.

  • Trusts
  • How do you distribute your estate fairly to your family and other beneficiaries?
  • Binding nominations versus Trustee decision
  • Intergenerational wealth management issues
LEGISLATIVE/ GOVERNMENT CHANGES

Let your adviser show you how to make the most of the many opportunities available for persons in your situation.

  • Government policy
  • Age pension changes
  • Centrelink benefits
PLAN FOR A BRIGHTER FUTURE IN RETIREMENT

We can assist in planning for your financial future and help you work through your financial goals and objectives to identify the options available as well as provide you with tailored solutions.

You increase the likelihood that you will achieve your financial goals and objectives by taking control.

No obligation, just an offer to see how we can assist

Investment Options (Aust) is pleased to offer you an obligation free consultation to discuss your financial goals and needs.

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