SUPERANNUATION
Retirees
After decades of hard work, you deserve a happy retirement.
The first (and most important) thing we do with our clients is to develop a big-picture strategy that is aimed at meeting their retirement goals sooner, more easily and with less stress. We can help you:
Conduct a financial audit.
Understand and claim government benefits.
Help create or update an estate plan, ensuring assets are distributed according to your wishes.
Keep ahead of legislation changes to ensure the use of every possible strategy.
Monitor expected retirement livings costs.
Structure assets to maximise retirement income.
Consider unique investment strategies that exist for over 60 year olds.
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.