Retirement. Endless cruises. Lying on a beach sipping cocktails. Travel, lazy brunches out, and days that are yours to spend as you like.
But the reality is, the age pension isn’t – and won’t be – nearly enough to fund the lifestyle we all dream of when we’re no longer working. And with most of us spending a quarter of our life in retirement, the time to start planning is now.
We guarantee it won’t be boring or painful. And we promise that you’ll feel a million bucks once you have a plan in place. Together, we’ll:
- Review your current financial situation
- Identify your retirement goals
- Recommend strategies for us to achieve those goals, and
- Develop a plan, from budgeting through to investments and beyond, that will look at both our short-term and long-term goals
- Review your Will to ensure it remains relevant.