Answer Nine

Retirement Planning

One of the biggest complaints we hear is that people wish they had started planning for their retirement sooner.

Whether you’re close to retiring or it is still a few years (or decades!) away, it is never too soon to ask yourself when will you retire and where is your retirement income going to come from?

Retirement planning is not just about using your superannuation or relying on the age pension. It is about structuring your finances to help you create an investment portfolio that will deliver an income throughout your retirement so you can live stress free and without compromising your lifestyle.

Don’t leave it too late, plan now for the best chance of a retirement that you have chosen and can control.

Goal Setting

Setting clear, measurable goals is critical to financial success.

By taking the time to determine what is important to you, what you want to achieve and what is distracting or not relevant, you can map out a path to get you where you want to be both financially and personally.

When you meet with us, we will guide you through the goal setting process. While it can seem challenging, working out your goals and how you will achieve them is one of the most rewarding parts of our meeting.

Goal setting can also be very powerful when used correctly with proven cash flow and budgeting techniques.

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