Getting Ready for Retirement

Couple taking steps before retirement

Retirement Investment Essentials

Employer superannuation contributions are often insufficient for a comfortable retirement, making early financial planning crucial. Smart savings in areas like loan interests, taxes, and insurance can significantly boost investment funds. It’s vital to assess investment capacity, whether as a lump sum or regular amounts, and to exploit discounts offered by service providers for advance payments. These savings, though seemingly small individually, can accumulate into substantial amounts for future investment.

Couple taking steps before retirement

Strategic Retirement Planning

Preparing for retirement involves a comprehensive checklist: debt elimination, housing decisions, understanding pension implications, and ensuring legal documents are in order. Big-ticket expenses and income needs must be anticipated, and income generation strategies should be identified. Trusted retirement planning expertise is invaluable. Investment options vary, including salary sacrificing to super, property investment, and transition to retirement schemes. Each strategy requires careful consideration of one’s risk tolerance, goals, and the balance between income security and capital growth potential.

Interested in a retirement without worries?

Read more to find out how you can ensure financial peace of mind for your later years.

 

Financial Planning Qld PTY LTD (ACN 646 136 030), trading as Financial Planning Qld is a corporate authorised representative No. 1289377 of Insight Investment Services Pty Ltd, Australian Financial Services License No. 309996

This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.

Privacy Policy | Terms of Use | Financial Services Guide

Financial Advisor Brisbane Office

Phone:
07 3162 1449

Brisbane Office:
9 Shakespeare Street
Coorparoo, QLD 4151

10min from Brisbane CBD – free parking