How we can help
At RetireInvest Chermside, we help our clients plan for a fulfilling and financially secure retirement; A retirement where you get to spend time doing the things that bring you joy without stressing about every dollar you spend.
Think ahead
Retirement is still a few years away, but you want to know when you will have enough money that work becomes optional. Continue to enjoy life now with confidence and direction for the future.
How we can help:
- Identify your retirement goals and timeframes.
- Review your income and cashflow requirements.
- Assess how much super you have and when you can access it.
- Find ways to grow your retirement income.
- Review your estate plan.
- Succession planning recommendations for your business.
- Dealing with a redundancy.
Prepare for retirement
Retirement is just around the corner, and you are dreaming about all the wonderful things you are going to see and do. Putting the right plans in place while you are still working will give you the comfort of knowing that your future is secure.
How we can help:
- Identify your retirement goals.
- Review your income and cashflow requirements.
- Assess how much super you have and when you can access it.
- Put plans in place to make your money last in retirement.
- Determine if and when you can apply for the Age Pension.
- Identify if your finances are structured to maximise government benefits.
- Review your estate plan.
Reap the rewards
You are out there enjoying the things you never had enough time for before – while you still can. With people living so much longer now, making your nest egg last the distance is a key priority.
How we can help:
- Identify how long your money will last by looking at your income and assets and how they are structured.
- Identify if your finances are structured to maximise government benefits.
- Look at ways to minimise any tax you pay in retirement.
- Recommend superannuation income stream strategies including annuities and pensions
- Review your estate plan.
- Advise on aged care financial strategies.
Superannuation
Ensure your super is the right fit for your situation and make the most of your tax effective retirement nest egg.
Investments
Minimise tax and maximise your passive income with the right investment strategy for your goals and timeframes.
Insurance
Be ready for life's unexpected curveballs by protecting your wealth and lifestyle.
Centrelink
Put a plan in place to maximise your Centrelink entitlements to top up your income when you stop working.
Estate Planning
Estate Planning ensures your assets are distributed to the right people at the right time.
Aged Care
Plan ahead for the golden years and understand the financial impact of aged care decisions.
How we work with you
Our proven process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customised financial plan that adapts and changes as your life progresses.
