Retirement planning

What does it mean to you?

We’ve all thought about it, whether you are approaching retirement or are still a few years away. Trying to capture and understand all the options available and what will suit you. We’ve listed a few questions worth pondering:

– What is your ideal retirement plan?
– Do you have all of the options?
– Are you financially prepared to live comfortably after you’ve retired?
– When do you want to stop work?

The team at Wealth Planning Professionals are experienced specialists in the financial sector. They enjoy working with clients in developing their financial plan, listening to their story and goals for the future. The team work hard to conduct in-depth analysis’ for their clients, helping them understand the full picture and the array of options provided to them.

As an individual, your needs and wants are as unique as you are. Wealth Planning Professionals will work with you to pinpoint the investments and risks you are comfortable with. Addressing the areas below, inside your appointment:

• Transition to retirement strategies
• Boosting your super
• Insurance requirements
• Tax-effective super strategies
• Estate planning

Wealth Planning Professionals are available and ready to work with you on your financial plan.

Superannuation

For many working Australians, superannuation can be an effective way to secure their financial future in retirement. However, there is more to consider than just putting money away incrementally, waiting until you’re ready to retire. Here are a few questions to consider:

– Who is monitoring and reviewing my investment?
– What am I investing in?
– Is there a better way?
– What are the options?

Wealth Planning Professionals will navigate each individual through the ever changing landscape, identifying the best alternate options for your superannuation investments. Following your choice in investments, the team will continue to review and monitor the fund and level of contributions, ensuring the fund tracking appropriately to reach retirement goals. The more extensive the goals, the more super needed to provide sufficient retirement income, so it’s important to know the correct strategies to use, and when to apply them. The knowledge possessed by the experts at Wealth Planning Professionals is integral to bringing stability, security and financial well-being to their clients.

Maximising your super

The government provides tax incentives to encourage Australians to invest in super. You might consider setting up a salary sacrifice arrangement with your employer, allowing you not only to make super contributions from your pre-tax salary but also potentially reducing your income tax bill.
It is never too late to take control of your super. Wealth Planning Professionals can guide you through the rules and complexities to get you on the path to success. Ensure you make the most out of your superannuation by seeking out a trusted financial adviser at Wealth Planning Professionals.

Speak to us to find out more

Take control of your future today. Contact the team at Wealth Planning Professionals on 08 8260 2687 or email us.