We all dream of it, retirement. For many it is the well deserved reward from the culmination of effort you have put into your working life.

For some, if not properly planned out, it can be a worrying time and leave a bitter taste and reflection of ‘what could have been’.

The earlier you plan for retirement the better. It is as simple as that. The following could be considered a trigger to start looking closely at retirement:

• The children are growing up
• Your income has increased
• Your mortgage is paid or nearly paid off
• Your have received an inheritance
• Your have a high tax liability
• Your are not sure how your super is invested
• You planning on moving home
• You want to sell your business. How much tax do you have to pay?
• What is your ideal lifestyle in retirement?
• How important is work/life balance?
• Is your family complex, do you have the right Estate plan in place?

Please contact us to make an appointment to discuss your retirement plans.

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(02) 4627 0009 |
Suite 5, 251 Queen Street, Campbelltown, NSW 2560

Australian Credit Licence: 455567