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Retirement Planning

Retirement Planning

“We have both retired in the last few years and have had many dealings with Centrelink and the assistance and intervention of LIFE in these matters has been very comforting indeed.” Trevor and Ronda, Gooseberry Hill.

LIFE Financial Planners specialises in helping our clients plan for, enter and enjoy their retirement. It’s really never too early to start planning your retirement.

Not only can we set up and initiate an Account Based Pension on your retirement, we can also help those heading towards this with a Transition to Retirement (TTR) Pension. TTR Pensions allow you to draw income from a pension if you are over preservation age but still working. We can tailor a plan based on your individual needs to make the transition from work to retirement as easy as possible.

For those in receipt of government benefits, LIFE Financial Planners can also often deal with Centrelink on your behalf. We know it can be stressful and time consuming to maintain your benefits so allowing us to take on some of the burden can really help.

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