Wealth Solutions: Pre-Retirees / Retirees

 

Many Australians will spend more than a quarter of their life in retirement. Have you prepared enough for your retirement?

There is still time to plan your financial security.  How healthy is your future looking?

 

Focus on:

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    Protecting your assets

    Your most important asset is your ability to earn income! Having personal insurance in place at all times ensures that in the event of long term illness or serious injury or even death, you or your family are able to meet day to day living expenses.  After sick leave and annual leave runs out how will you pay for your mortgage, personal loan, credit card, school or university fees, groceries and other daily expenses?  Should you pass away suddenly how will your family survive. Centrelink assistance may not be enough. Protect your family and your home by having personal insurance cover in place.

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    Remove the debt

    Entering your retirement season of your life debt free will leave you with much more than additional funds.

     

    It will give you financial freedom to live your life.

     

     

     

     

     

     

     

     

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    Helping your family

    No matter how much your family grows, as parents or carers you always want to be there to lend a helping hand.  Planning for these moments in life will give you the satisfaction of being able to make a difference without putting additional strain on your retirement finances.

     

     

     

     

     

     

     

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    Your retirement plan

    Be realistic about your future and how much you will need.  Map out all your highlights as well as your day to day needs so that you can achieve them all.

     

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    Centrelink

    We advocate on your behalf to maximize your Centrelink entitlements.  We complete all the necessary paperwork and liaise on your behalf.

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    Retirement account

    Converting your superannuation into regular payments combined with your Centrelink benefits to create your retirement lifestyle.

To achieve one or all of the above will take a strong financial plan. It’s just one of the steps to achieve your goals. Contact us today to start your planning today.

Sovereign Wealth Solutions Pty Ltd, ABN 64 152 176 362 is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited ABN 89 051 208 327 Australian Financial Services Licence 232706 and Australian Credit Licence 232706

 

Any advice contained in this website is of a general nature only and does not take into account the objectives, financial situation or needs of any particular person. Therefore, before making any decision, you should consider the appropriateness of the advice with regard to those matters.

 

© Sovereign Wealth Solutions Ballarat, Bendigo, Geelong & Horsham

AMP Fiancial Planning Ballarat, Bendigo and Horsham