Pre-retirement Planning

Plan4Wealth-Financial-Planning-Pakenham
Help to Plan for Retirement

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!

Although windfalls may be unexpected, if and when they happen, how do you make sure you make the most of them? And, when it comes to inheritance, how do you know if there are any special obligations or considerations that apply?

Help to plan ahead

Your retirement could be whatever you want it to be. But longer lifespans and earlier retirements bring the need to plan carefully, well in advance.

Your health and freedom to choose how you live your life will be fundamental to a long and happy retirement, and your strong financial position, the key to an enjoyable lifestyle.

How we can help

The earlier you begin to plan for your comfortable retirement, the better off you may be. We’re here to help you:

  • Understand your financial situation now and in retirement
  • Determine when you’ll have access to your super and how you may be able to maximise any Centrelink payments you may be entitled to receive
  • Calculate the amount you may need by a particular date and plan for accumulating enough savings before you retire
  • Identify appropriate strategies for funding your retirement lifestyle goal

What to do next

Speak with us about how we can help.