Services

Retirement Planning

We all think about the retirement we would like to have but have you ever wondered whether this is actually achievable based on your current level of income and financial position.

At Wealthlife we like to plan for your future and avoid leaving things to chance. We believe in being proactive rather than reactive and doing everything we can to give you the best opportunity to achieve your financial and retirement goals.

We offer a retirement planning service for all ages. To us retirement planning is not just something you think about when you are approaching retirement. It is something we all start doing from very young in life when we first start trying to save, acquire assets or accumulating superannuation over our working lives.

We can assist you with your retirement planning by:

Preparing financial projections based on your current incomes and asset base. From your current financial position we are able to model what sort of financial position and what sort of retirement income stream you are likely to have in retirement. This will give us a good indication as to whether or not you are on track to meet your retirement goals and if not, it will allow us the opportunity to start planning & putting strategies in place to bridge any retirement funding shortfalls
Providing and establishing for you, effective financial and retirement planning strategies that can maximise your asset base in retirement and thus provide a better income stream in retirement. Remember, planning for retirement is most effectively done well before you retire
Structuring your superannuation and asset base in the most tax effective manner to minimise tax and maximise your asset base and to provide you flexibility in your retirement
Showing you when and how you can access your Superannuation and the most effective way to do this
Aligning and structuring your investments and superannuation with your appetite for risk and stage in life
Ensuring your family is adequately insured and that your insurance levels are adjusted for any changes in your financial situation
Continuing to assist you in managing your financial affairs pre and post retirement to ensure your strategies and investments remain current and continue to be adapted to current economic and financial conditions and legislative changes and also to take up any further opportunities which may be available to you

For more information on how these can benefit you or what this can mean for you contact us today for a FREE, no obligation consultation with one of our financial consultants!