Financial Planning Lifestages

Lifestage – Planning to Retire and Transition to Retirement (TTR)

It is right to say that we plan for our retirement all though our working life. Often when the children have fled the nest, and mor particularly in our 40s and 50s through inheritance etc clients are in a better position to build their retirement wealth by making non concessional contributions into super. Financial Services for Life can assist you to invest your wealth in core and satellite, model portfolio and managed investment structures designed to build you financial wealth. Talk to us now on how you can best grow your retirement savings.

If you are now 55 years old and are contemplating retirement, you may be considering a Transition to Retirement Strategy (TTR) for your approaching retirement options.

Some of the key factors to consider when retiring are:

• What are the benefits of working part-time
• How much pension can you draw from your Super
• How will it affect your benefits to longevity
• Making non concessional contributions into super
• Will it be tax effective

Before you reduce your working hours it is wise to seek financial advice. Here at Financial Service for Life, we can you decide on the most suitable retirement product for you and ensure you get right benefits during your Transition to Retirement.

You can book your free consultation by calling us on 0468 699 099.

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