Ensure a comfortable and financially secure retirement

Just because you stop working does not mean your income needs to. Effective Retirement Planning means that you will still be drawing an income and have effective cash flow well into retirement.

Income streams

Income streams

There are a number of ways to effectively plan for retirement.

Learn more

Centrelink benefits

Centrelink Benefits

We can help you identify the allowances and benefits you may be entitled to in your circumstances.

Learn more

Income streams

There are a number of ways to effectively plan for retirement.

Account Based Pension: an account based pension, or pension from your super, can be switched on once you become eligible, by converting your super account to a ‘Pension Account’. It is a flexible, tax effective way to provide a regular income from the assets that sit inside your super.

This replaces the income that you would have received from work. The best thing is, because it is not locked into a defined period, if you need access to the funds at any time, you can withdraw the funds when it suits you, like when you are going on a holiday, buying a new car, or, in a family emergency.

Annuities: Annuities are a ‘peace of mind’ investment you make that offer a secure, guaranteed income stream, either for your lifetime or for a set term – which you choose when you first invest.

Based on your assets and income, we can work out what Centrelink benefits and assistance you are entitled to. This may also include if you and your partner (if applicable) are of different ages or looking to apply for different benefits from Centrelink.

We can help you identify the allowances and benefits you may be entitled to in your circumstances, and manage the process with Centrelink – freeing you up from queues on the phone and in person.

Contact us today to find out more about benefits you may be entitled to.

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