Retirement – transition slowly or jump in feet first

This next stage of your life needs careful consideration, planning and discipline in order to maximise your after-tax income. Now that you no longer have a regular income, the money you have needs to last at least as long as you do so you can do the things you want.

Whether it’s a transition to retirement strategy you want to consider or maybe it’s time to start drawing an income stream from your super, we are here to help you retain your independence. But we are also here to you help navigate the complexities of social security that may arise along the way.

Whatever the scenario, we have expertise to help you optimise the opportunity and plan for your future. Arrange a meeting today.

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