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What Should You Consider With Retirement Planning?

We all want to be financially independent. Imagine being free to pursue the life we want without having to worry about money. But when’s your day going to be? We’ve helped thousands of Australians find their financial freedom.

Steps to get you started:

  • Identify your issues and goals
  • Assess your current position
  • Convert your goals into a plan
  • Break down your plan into achievable steps

Strategically decide WHAT you want in retirement

You can’t develop a retirement plan without having your end objectives in mind. You need to start by considering your end-game and making some specific decisions:

  • When would you like to retire?
  • Could you afford to retire tomorrow?
  • What happens if you can’t work for as long as you originally planned?
  • What would you like to do in retirement?
  • How much money will you need annually?
  • What assets do you currently have and what is the plan with those assets?  Have you thought about tax implications with this strategy?
  • What would be the consequences if you didn’t achieve the retirement you dream of?