Retirement Planning

Retirement Planning

If you’re like many older Australians who have been thinking about how to make the most of your retirement years, one of the most valuable things you can do to help yourself is to get on top of things financially.

Pre-retirement Planning

Pre-retirement Planning

It pays to plan ahead so you have more choices about how you manage your money and what you’ll do when you move on from work. It’s called pre-retirement planning, and at Plan4wealth Pakenham its what we love to do!

Self Managed Super Funds (SMSFs)

Self Managed Super Funds (SMSFs)

If you have complex financial arrangements, maybe you own one or more businesses or large investable assets, and you want to optimise your taxation position and take more control of your investments, an SMSF might be the solution for you.

Why use a financial planner?

 

Are you ready to take the right financial steps towards living a life you love?

We realize people face different challenges at different stages of life, that’s why financial planning cannot be a “one size fits all solution”  It has to be tailored to your individual situation, needs, and goals.

Life’s important financial decisions

Learn how we can help you make the right choices for life’s important financial decisions, such as:

  • Saving for something special
  • Buying your first home
  • Getting married
  • Starting a business
  • Growing your family
  • Selling a business
  • Losing your job
  • Suffering ill-health
  • Ending a relationship
  • Preparing for retirement
  • Managing your money in retirement
  • Receiving a windfall gain
  • Death of a loved one
  • Leaving a legacy

 

How a professional financial planner can help

When you are facing key life events, it can be difficult to maintain your perspective.  That’s why it helps at these times to have professional input to keep you on track with your long-term goals, optimising your overall financial position along the way.

 

Contact us to let us help you on your Financial Journey!

Click on the button below to book in a free preliminary chat!

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Meet our friendly team