Retirement Financial Planner Brisbane

The average Australian will now spend more than a quarter of their life in retirement. While this sounds like good news, it does emphasise the importance of planning carefully - and well in advance - for your retirement. We are a specialist retirement financial planner in Brisbane, getting you the maximum pension with the minimum Tax!

Common questions to consider

• How much do I need to retire on?

• When can I access my super?

• What are my options when I retire?

• Will I pay tax on my super if I take a lump sum?

• Am I eligible for the Age Pension?

• I have been retired for two years. Is it too late to change my financial arrangements?

• How does the Income and asset test affect eligibility for the Age Pension?

• What are the different types of income streams?

How we can help

• Establish how much you need and work out when you can retire based on your plans.

• Establish a plan to accumulate enough retirement savings within your timeframe.

• Review and recommend retirement income products so you can manage your money in retirement

• Make sure you can maximise any entitlements to social security benefits.

• Walk through the Centrelink process with you. Personally!

What to do next

If you want to talk to a retirement financial planner in Brisbane, contact us today.