Pre & post retirement - 55 plus

You now have both eyes on the prize - how and when you can retire! You probably want to spend more time with your adult children and possibly grandchildren. You are at the peak of your earning power, so a plan is vital at this stage. You may have already retired and get to enjoy the benefits of your working life perhaps travelling and spending more time with family.

YOU MAY FIND YOURSELF:

  • Tax minimisation or elimination
  • Investing excess cash
  • Debt elimination
  • Helping your children financially
  • Estate planning including wills
  • Maximising the amount in your superannuation or managing your funds appropriately
  • Personal insurance to protect your family, income and assets
  • Positioning yourself for Centrelink benefits and associated health entitlements

YOU SHOULD CONSIDER...

Investing

You may have excess funds and would like to increase your investment portfolio.

Retirement

You would like to advise on the best way to manage your superannuation funds for retirement.

Succession planning

You may be considering selling your business or passing it unto one of your children in succession.

Superannuation

You should consider maximising the amount in your superannuation fund or managing your funds appropriately.
Toowoomba Financial Planners
50 Most Influentional Advisers
  • F: (07) 4641 7497
  • This email address is being protected from spambots. You need JavaScript enabled to view it.
  • 15 Isabel Street,
    Toowoomba QLD 4350
  • ABN: 32 164 822 333
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