Do you want to make the most of your retirement funds?
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.
Can you make more money?
Everyone’s idea of how much money they’ll need in retirement is different. Even if you feel you don’t have a limitless supply of money, we may be able to help. We can work with you to create a plan for managing the money you do have so you can know your spending limit while aiming to have enough later too.
How we can Help
We can show you how to make the most of your money in retirement and help you:
- Achieve a balance between day-to-day spending and your long-term needs
- Benefit from changing your financial arrangements if you’ve already retired
- Access any benefits you may be entitled to, in addition to Centrelink
- Understand how the value of your home can fit into your retirement plans, if appropriate.
Receiving or Leaving an Inheritance
You may be planning to pass things on to your loved ones or you may have received an inheritance yourself.
Help to make the right decisions
There can be financial implications for those who receive assets as part of an inheritance and decisions to be made.
It can be challenging to know what to do. Professional financial advice could help you have peace of mind that you are taking the right steps.
How we can help
Whether you’re a beneficiary or you’re leaving something behind, a valid will is important.
You may need help from a lawyer—we can work with yours or put you in touch with someone, so your estate planning needs can be met. We can also help you create a financial plan that considers your personal circumstances and helps you take care of your family’s future in an appropriate way.
What to do next
Speak with us about how we can help.
About the Author
I'm passionate about helping real people have enough money to live a life they love!
40 years of experience working in financial services, starting as a chartered accountant with Grant Thornton in England before emigrating to Australia in 1988 with Price Waterhouse.