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Retirement Planning

Retiring in comfort doesn’t happen by accident. It requires forward planning and strategic arrangements. For this reason, at AustAsia Group we encourage our clients to think long-term and plan for the end game, even while still in their healthiest and most productive years. We do this by asking the following two simple questions:

  • When do you want to retire?
  • What lifestyle do you want to enjoy when you retire?

Then we listen to what you say, what your vision for retirement is, and help you plan to make it possible. Some of the ways we assist in retirement planning include

  • Assessing your access to Centrelink payments
  • Helping you pay less tax
  • Investigating a transition to retirement pension
  • Advising on shares and investment properties – what should you keep, what you should buy and what you should sell?
  • Advising on whether you should keep your current house or downsize, investing the surplus of funds into your superannuation
  • Asking questions you might otherwise neglect like: Do you need to consider an aged care facility for you or your loved ones? Click here for more details.

Having a retirement plan in place is vital in order to make your golden years align with your lifestyle vision. And the sooner you start, the easier it will be. Call us today to talk to one of our highly qualified advisors.

Published Date: Mar 12, 2020