Retirement Planning

Control your finances, don't let your finances control you!

Financial & Investor Management can help you enjoy your retirement years by identifying your income needs during retirement and assist you in making decisions about your retirement lifestyle. We can take the fear out of applying for Centrelink entitlements by assisting you in completing forms that are required by Centrelink.

The choices you face in planning your retirement can be complex and confusing. But for most people, one of the major concerns is simple: how can I make my money last? With the average retirement period soon to reach 30 years, it's a good question to ask. You could almost be spending as much time in retirement as you did in paid employment.

Most people think the answer is good investments. But that's only part of it. To build or preserve your retirement lifestyle, you'll also need to address issues like:

  • What type of lifestyle do I want?
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  • What goals matter most to me?
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  • When can I afford to retire?
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  • How can I get the most income?
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  • What are my Centrelink entitlements?
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  • How can I reduce my tax bill?
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  • How can I maximise my retirement income?,

And of course you'll need quality investments too.

With quality financial advice, you'll explore the possibilities, avoid expensive mistakes and make the right choices. Your retirement is too important to leave to chance - get advice today.

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For more information on our aged care financial services, strategies and financial advice call 03 9576 7444 or e-mail us at .

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