There are so many answers for this question. Whether you are single or a couple and what lifestyle you want to live in retirement. We have some great Retirement income projection tools which we use with clients to show and forecast your income in retirement. I work with you to maximise the funds you have and invest the funds wisely. You can also supplement your retirement income with a Centrelink pension if you are entitled to receive the Age Pension.
FAQs
There is no one-size-fits-all answer to this question, as the best way to invest your money will depend on your unique financial situation, goals, and risk tolerance. We help you create a personalised investment strategy that aligns with your needs and objectives.
I can help you identify tax-efficient investment strategies and advise you on ways to maximise deductions and credits on your tax return.
I help you assess your risk tolerance and recommend strategies and different investments to help protect your assets and investments against market volatility and other risks.
I help you create a realistic budget and provide guidance on how to manage your expenses effectively. We can also advise you on debt management strategies and how to prioritise your financial goals.
There are saving plans and investment plans that I can help you plan to save for your children’s education expenses and recommend investment strategies that can help you reach your savings goal.
We can create a diversified investment portfolio that is designed to weather market volatility and economic downturns. We can also advise you on strategies to help you stay invested and avoid emotional decision-making during market fluctuations.
I can help you discuss and assist with planning your estate plan that includes a will, trusts, and other tools to help you protect your assets and provide for your loved ones after your passing. We can also advise you on strategies to minimise estate taxes and ensure that your wishes are carried out.
The amount of Age Pension you can receive from Centrelink depends on various factors such as your income, assets, and personal circumstances.
To determine your specific entitlements, I can calculate your entitlements. I also have authorisation to inform and update Centrelink information on your behalf
I can discuss with important consideration factors such as the location, size, and condition of the property. I can then put you in contact with people such as Buyers Agents or Real Estate Agent to assist you with finding the right property. Consideration points are: potential for capital growth and rental income.