Retirement

Retirement

Retirement is a time to enjoy the fruits of your labour, to kick back and do all the things you never had the time to do. That’s why it is so important to both you and us that you have the means to live the life you always wanted.Besides this, many also consider giving back to society. This can mean doing more charity work within their community or philanthropic giving.Each person’s idea of a comfortable retirement is different. It’s difficult to know exactly how much you’ll need to achieve the lifestyle you want. Once we meet with you and discuss your lifestyle we can help define what income you may need when you are retired and consider the “what-ifs” along the way. This way you can get on with the more important things in your life.In the earlier stages of retirement, many people follow their dreams, ticking off many goals from their bucket lists. Often this may entail more travel whilst you are still young and healthy. Others want to help their children by being more available to babysit.A comfortable retirement is having peace of mind you have the financial means to do what you want to do. This is different for everyone; below are some things you might consider when thinking about your retirement:
  • Paying for your grandkid’s schooling
  • Travel plans
  • Your philanthropic desires
  • Paying insurance protection for your own children
  • Medical needs
  • Nursing home funds
  • Inheritance plans
  • Gifts to children, such as paying for weddings or helping with a first home
  • Your desired lifestyle
Whatever it is you would like to achieve; we can guide you.When the time comes, we can also help pave the way to your next stage of life – when it’s time to move from your family home into either a lifestyle village or a care facility.At every one of these stages, we are there to help.  To make sure that your interests are protected and that you receive the right advice for your situation.
▶︎ CASE STUDY: Retirement

Testimonials

Alison
★★★★★
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
★★★★★
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
★★★★★
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
★★★★★
We always receive Marijana and Mei’s full care and attention when needed, and cannot recommend them highly enough!
Jude
★★★★★
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
★★★★★
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.