SUPERANNUATION
Pre-retirees
Are you navigating winding down from work and preparing for retirement? We're here to simplify the process.
Whether you're counting down to the golden years, exploring new adventures, or simply planning for a more relaxed phase of life. We can help you with:
Develop a financial plan (roadmap) that is revisited yearly until retirement commences.
Potentially change your level of investment borrowings as you get closer to retirement.
Plan a possible transition of investment assets over to higher income yielding assets.
Transition to retirement and employ a pre-retirement strategy
Contact us for a free consultation
Kick off Meeting - We provide an initial consultation without any cost or obligation. Assess your current financial standing and receive a checkup on your financial health.
Research - We really take the time to listen to your needs and your story. Then we put pen to paper and break down your goals into actionable strategies.
Plan - Once your Financial Plan is complete we provide your personalised Statement of Advice and allow you time to further study our recommendations.
Implement & Review - Once you're feeling good about the plan for your finances, we'll get started on making it happen! We'll put all our recommendations into action and review it with you regularly.
McKern Financial Intelligence Series
In this episode we discuss what the current retirement age is and why some people are retiring earlier later in life.