Retirement Planning

Retirement Planning

How to Plan for Retirement

Planning for retirement involves more than just accumulating savings; it’s about crafting a comprehensive strategy tailored to your future. Start with defining clear retirement goals, considering the lifestyle you aspire to, any travel plans, and anticipated major expenses. Assess your current financial situation, including your superannuation and investments, to ensure they align with your retirement objectives. Regular reviews and adjustments to your plan are essential as your financial situation and goals evolve. At LIFE Financial Planners in Perth, our retirement financial planning services are designed to help you create a robust retirement plan that ensures financial security and peace of mind. 

A defined retirement plan is a detailed strategy that outlines how you will achieve your retirement goals. It encompasses all aspects of your retirement financial planning, including savings, investments, income streams, and anticipated expenses. By establishing a defined retirement plan, you create a clear roadmap to reach your retirement objectives and ensure that you are well-prepared for the future. LIFE Financial Planners in Perth specialise in crafting tailored retirement plans that align with your unique needs, providing expert retirement advice to guide you every step of the way. 

In Australia, a wealthy retiree typically has sufficient assets and income to enjoy a comfortable and secure lifestyle throughout retirement. This often includes substantial superannuation savings, investments, property, and other financial resources that provide a steady income. Wealthy retirees are able to maintain a high standard of living, indulge in travel, pursue hobbies, and cover unexpected expenses with ease. At LIFE Financial Planners we offer expert retirement advice to help you assess your financial situation and develop a plan for you that supports a prosperous and fulfilling retirement. Our retirement financial advisors are dedicated to ensuring that your retirement planning sets you on the path to achieving and maintaining a wealthy retirement. 

Testimonials

Alison
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Have been using Life Financial for 3 years now and Marijana has repeated provided us with the best possible strategies for our changing situations. We believe that the LFP team consider our financial security just as important as their other clients. Marijana, Mei and Donna have been very kind, easy to talk to and responsive to my calls and emails. We definitely recommend LFP without hesitation.
Lee-Anne
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We have been seeing LFP for about 10 years now! We are so appreciative of their service and reminders to look after our financial future. It is a relief to leave our superannuation investments and insurances in their very capable hands. Would recommend them to anyone who does not already have a financial advisor.
Miss Vae
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We have been clients of Marijana and team for a few years now and they have been nothing but professional, caring and informative. Marijana is always happy to answer all of our questions and kept the process worry-free for us. We always look forward to seeing the team every year for our review. Thank you for everything you do for us 😊
Alastair
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We always receive Marijana and Mei’s full care and attention when needed, and cannot recommend them highly enough!
Jude
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We are so incredibly grateful for the personal but very professional advice given by Marijana and Mei. After a lifetime of medical bills, transition to retirement was looking grim, but after meeting with the team at Life Financial Planners a few years ago, they really listened to our personal circumstances and we now have a clear, positive path.
Neil
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We have been clients of Marijana and the team since 2006. During this time I have retired from working - a daunting time for most of us. The transition to retirement was quite smooth, thanks to the very professional advice we received. We have no hesitation in recommending Life Financial Planners to anyone seeking assistance with their financial planning needs.
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