Pre-Retirees

Welcome to our Knowledge Centre. You will find various links with helpful information for your business that will guide you on your financial journey. Select one of the links below to find out more or contact us to speak to a planner.

Pre-Retirees

Planning for retirement can be an exciting but overwhelming time.  The opportunity to look ahead and envision what you want your life to be is empowering, especially when you realise that your dreams do not have to be out of reach.

Most people plan or think retirement is a 15 to a 20-year proposition.  That is no longer the case. Chances are, if you’re in your late 40s or 50s you will have another 30+ years of retirement that needs to be funded.

The risk of not having enough savings at retirement is one of the key challenges. You need to make sure you will have enough money to live comfortably for the rest of your life, which is where we come in.

Helping our clients work out what their objectives are will be key to ensuring enough funds are built for retirement.  Considering what kind of life you want to live is paramount in determining how much you will need.  In addition to your usual lifestyle expenses, you may want to factor in regular travel. Will you be downsizing your home or planning a sea-change? Do you have any Estate Planning requirements for your family?  You will also need to consider how you will live in your older years and aged care funding may be required.  These are just a few considerations for your longer-term future.

We work with our clients to ensure they are making educated, prudent and informed decisions along the way.

Peace of mind will come from:

  1. having a well-defined plan
  2. putting it into action
  3. having someone keep you on track
  4. know where your income is coming from in retirement
  5. knowing how long it may last

LIFE Financial Planners are here to provide professional guidance and advice to make it easier for you to work towards your dream retirement.

We also consider any Centrelink eligibility for a part of the age pension.


▶︎ CASE STUDY: Pre Retirees

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