Will you have enough to live a comfortable retirement?

Having enough savings is a concern that many people express when considering the timing of their retirement. We can help you by identifying your current financial situation and outline the steps required for you to live your desired lifestyle in retirement.

It's never too early to start planning for your retirement. Early preparation and contribution strategies can make a huge difference over your working life. Effective tax strategies, superannuation and investments are all important considerations when preparing comprehensive advice to maximise your retirement savings. 

Whether you are already retired or approaching retirement and wish to boost your savings, there are many effective options available to you. Depending on your situation, we will create a retirement strategy that will provide the most benefits within a short amount of time.

Our retirement strategies

  • Salary Sacrifice
  • Account Based Pensions
  • Transition to Retirement
  • Self-Managed Super Funds
  • Investment Strategies
  • Non-Concessional Contributions
  • Concessional Contributions
  • Family and Unit Trusts
  • Tax-Effective Estate Planning
  • Social Security / Centrelink
  • Ongoing Management

Our services can provide you with the answers to the following:

  • When will you be able to retire? 
  • Will you have enough savings to retire when you want?
  • How long will your savings last?
  • What level of income could you maintain in retirement?

BOOK A FREE CONSULT

Name *
Name

Approaching Retirement

The following short video discusses some of the main concerns people have when approaching retirement and the benefits of seeing an adviser during this time.

Please note that the above video is created by a third party and is made available to our clients and guests as an educational guide only. The video does not constitute personal advice from Precision Wealth Advisers in any way.