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Close to Retirement? It Might be Time for a Financial Checkup.

Retirement planning is one of our specialties. We have more than 80 years of combined experienced helping Perth residents get the most out of their retirement years. Our financial planners can work with you to devise an individual plan that can help you develop and meet a specific set of goals. This can help ensure your desired retirement lifestyle.

Retirement Planning With Financial Planners Perth

While it is always better to start retirement planning as early as possible, we realise that a lot of people are too busy living their lives to think about it. We know that it’s easy to see retirement as something far off in the future, only to wake up one day and realise that the future is coming up pretty fast.

The Process

Basically, the sooner one decides to work towards retirement, the easier it is to help them reach their financial goals. We like to have our clients choose a specific retirement date and how much money they want to have waiting for them when they get there. From there, it is easy to make a solid plan and start executing it.

If Retirement is Coming Soon

For those who are approaching retirement age and didn’t follow a plan or for those who just want to make sure they maximise all of their resources, we can help. No matter what you have done in your past, we can help you maximise what you have.

We do this by employing tax reduction strategies and maximising your Centrelink entitlements. We can also help with your superannuation fund and help you figure out the lifestyle you will be able to afford on the assets you currently have.

Call Approved Financial Planners

We can’t provide any specific advice here because every individual financial profile is different. But we can offer a free consult and a “financial checkup.” For more information or for a consult, call Approved Financial Planners today: 08 6462 0888.