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 | attempting to minimise or eliminate your tax liability
  • Investing excess cash
  • Debt elimination | looking for ways to eliminate your debt
  • 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 | looking for personal insurance to protect your family, income, and assets
  • Positioning yourself for Centrelink benefits and associated health entitlements