This is when it is all about you! We work closely with you in your prime income earning years to create wealth using Superannuation and other tax effective measures to eventually see you in a position to retire when you want and with an income you want to last you the rest of your life. A crucial part of your Retirement Planning will include your estate planning to see the remainder of your estate passed on as per your wishes.
We believe there are four things that lead to a happy and fulfilling retirement.
Friends – without them life could be lonely.
Money – makes it easy to do the things you want to do without financial concerns.
Health – without this you may have trouble doing the things that make you happy.
Purpose – you need to have a reason for getting out of bed each day. This is also where you get to give back.
Financial planning clearly addresses the ‘money’ aspect, which is an important one. When you finish work, there is typically no more money going into kitty, so we have to make sure there is enough in there for you when you do.
We establish what it is you want to do “when you grow up”; what you would like that part of your life to look like. Once we have that picture we can then identify how to best stack the financials around it.
Our role in relation to ‘purpose’ is simply to support and encourage you, as we understand that purpose is what gives you meaning in life.