Specific Advice:

Retired

Reaching your retirement is a significant milestone, and it’s important you live the life that you deserve.

There are many ways to make the most of this stage of your life and you might have a few questions.  For example, where is the best place to invest my money to get a good return but avoid losing any capital?  You may want to know if you should leave your money in super or start an income stream and whether this makes a difference to your tax.

You may be worried about how long your money will last?  You may have heard of some recent changes to super and wonder if these are going to affect you.  And of course it’s likely that you will want to plan for the lifestyle you want in retirement.

Later on you may want to plan your aged care needs and ensure your estate is in order.

How we can help

Your adviser at Aspirations Wealth will review where you are now, understand and help prioritise your retirement goals, and then identify if anything needs to be done to achieve those goals:

  • We will simplify superannuation jargon so you understand it
  • We will help identify how long your super should last and any steps needed to make it last longer
  • We will offer you clear strategies with products that suit your needs

General Advice Warning: This page contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider you financial situation and needs before making any decisions based on this information.