Whether you call it financial planning or retirement planning, it is never too early to start thinking ahead, especially if you plan on staying in the Perth area. While we can’t provide advice in blog posts, we can provide you with some general information regarding the planning of your retirement. Just remember that you need to call one of the financial advisors in our Perth office for individual advice.
Why is it so Important to Plan Your Retirement?
Once again, we can’t give anything that constitutes advice. What we can tell you, though, is that there is plenty of research suggesting that those who plan their retirements with specific goals are more likely to fulfil those goals than those who don’t have any goals. *
In a social or lifestyle sense, retirement goals may include lifelong learning, avenues for social engagement and intergenerational connections. Financially speaking, our retirement planners will work with you to set a retirement date and a retirement income. Then, it’s a matter of organising your finances to help you get there.
How it Works: One Simple Outline
Here is a simple outline of how you would create your retirement plan with the help of one of the financial advisors in our Perth office.
Generally, the first step is for us to work with you to clarify your goals and any issues that you may need to work around. The next step will be to define where you are now. Then, after a thorough analysis of your individual situation, we will work with you to take you from point A (where you are now) to point B (where you want to be in retirement).
After we formulate a plan, we then break it down into specific, achievable steps. Then, we help you follow your plan, with periodic reviews available.
To talk to a retirement planning professional in our Perth office, call 08 6462 0888 today.
*Your Life Choices: “Retirement Planning.”