Retirement Planning

Retirement Planning

Prepare for retirement and beyond

If retirement is on the horizon and you’re starting to dream about all the wonderful things you are going to see and do in your life after work, now is the ideal time for retirement planning. Putting the right plans in place while you are still working will give you the comfort of knowing that your future is under control.

Live the Life You Want and Start Your Retirement Financial Planning Today

Retirement can mean different things for different people. For some, travelling around Australia in a caravan is a life-long dream, but for others, flying at the pointy end of the plane and staying in 5-star hotels around the world is how they envisage life after work. Maybe it’s spending more time with the grandkids or volunteering in your local community rate highly on your list of retirement goals.

We all have different ideas on what the second half of our life looks like and that’s why financial planning for your retirement is so important.

The sooner you start retirement planning the better chance you have of achieving your goals. We can formulate a suitable retirement plan to best utilise your resources, maximise government benefits, and minimise your tax liability.

Our Retirement Financial Advisors Can Help Position Your Retirement Optimally

Retirement is a time for you to enjoy all the things you’ve ever wanted. You’ve worked hard to plan for a successful second half of your life and our retirement financial advisors will ensure you’re on track to meet your retirement goals.

At Steel Lake Advisory Services, we understand getting the correct plan in place is vital. We will provide retirement advice with a tailored plan designed to allow you to achieve full retirement when you’re ready.

How we can help:

  • Identify your retirement goals.
  • Review your income and cashflow requirements.
  • Assess how much super you have and when you can access it.
  • Find ways to grow your retirement income.
  • Put plans in place to make your money last in retirement.
  • Determine when you can apply for the age pension.
  • Review your estate plan.
  • Succession planning recommendations for your business.
  • Dealing with a redundancy.

We’ll Provide Retirement Planning Advice Allowing You to Retire As Soon As Possible

Organising and planning for your retirement can be a complex task. Our goal is to see that you have significant savings in retirement to live exactly how you want to live.

We are fortunate enough to have worked with an extensive range of people who have already retired and have helped them achieve their ideal lifestyle to live the way they want to live.

It’s Never Too Soon to Start Planning for Your Retirement

Whether you’ve just started thinking about retirement, or you’re at the point of retirement soon, it’s never too early to start planning for your future.

Our approach:

  1. We’ll get to know you, your goals, and any concerns through an initial consultation
  2. A detailed review of your current financial situation is completed
  3. We’ll design and recommend a thorough retirement plan including any adjustments necessary to achieve your goals
  4. We’ll continue to work with you to see that your goals are met, year-on-year

The sooner you start retirement planning the better chance you have of achieving your goals. We can formulate a suitable retirement plan to best utilise your resources, maximise government benefits, and minimise you tax liability.

If you’re planning retirement, reach out to our retirement financial advisors and achieve your ideal lifestyle.

Schedule a Call

In 15 minutes we can get to know you – your situation, goals and needs to see if we are the right fit to help you reach your potential.