You are nearing retirement or recently retired.
Have you paid off your mortgage or do you own your own home? Do you have dependants or are you dependant-free? What lifestyle do you wish to maintain through your retirement?
| Things to consider | Your options |
|---|---|
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How much superannuation will be enough for your retirement to maintain the lifestyle you desire? |
Seek advice for your Superannuation investments including structure, pension payment options and beneficiaries. |
|
How can you help your family once you’ve gone and mitigate their inheritance tax? |
Ensure you have plan for your Estate and a Will or Testamentary Trust to provide greater control over the distribution of your assets the way you intend. |
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What do you need to know about your Aged Care options? |
Investigate an Enduring Power of Attorney in the case of failing health or cognition impairing your ability to make decisions. |
"Let's discuss your current situation and put the plans in place for your future."