Pre Retirees

Baby Boomers

Pre Retirees

At this stage of life you are probably adjusting to the kids not being around as much. They have left home and for the first time in years you may have your home to yourself. For many you are in the optimum earning stage of life and your capacity to save has never been greater.

You stopped paying school fees years ago and your money is your own. You are probably also close to being debt free for the first time in 25 years. You can see the light at the end of the tunnel. It’s time to start accumulating wealth to ensure the lifestyle you have always dreamt of becomes a reality.

By ensuring the right investments and structures are chosen, you can ensure you are right on track to that lifestyle you always wanted in retirement. You will want to make sure you have enough to last you in retirement.

At this stage you continue to need more comprehensive advice. You need to make the most of your existing assets and extra cashflow to build the retirement lifestyle you have dreamt of.

How we can help

  • Cash flow; analysis & monitoring
  • Debt management; mortgages, car loans
  • Tax planning strategies
  • Centrelink strategies
  • Superannuation strategies
  • Income stream strategies
  • Liaising with Centrelink on your behalf if appropriate
  • Estate planning strategies
  • Asset & income protection ie Life & Income Protection insurances
  • Investment structures
  • Superannuation strategies
  • Retirement planning
  • Financial modelling
  • Self Managed Super Funds


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