Retirement Planning

Thinking of retiring? How much do I need? Am I saving enough?

These are just some of the questions that people ask when they are looking to retire. The majority of people have money in bank accounts, possibly some shares and maybe some superannuation. You need to consider what you would like to achieve in your retirement whilst also legally protecting your assets. Sounds confusing?

We will sort through the maze of investments and superannuation and offer you useful insights on annuities, savings options, wealth creation strategies, allocated pensions and any other information you will need to know to plan for your retirement.

What kind of lifestyle do you want? Would you like to travel? Where will you live, is a sea change or a smaller home on the cards?

Robertson & Associates will listen to your requirements, assess your current financial situation and develop a financial plan based on your lifestyle aims and financial goals. By putting a suitable retirement plan in place, you can increase the likelihood of living a financially secure retirement, maximise the returns on your investments, as well as your eligibility for any Centrelink entitlements.

Making the right choice about retirement planning is crucial. The rules are complex and seeking advice from a certified financial planner ensures that the strategies implemented are right for you.