A regular income stream from an allocated pension or annuity can be an effective way to fund your retirement. Some retirees may also be eligible for social security benefits from the Australian Government. It’s important to understand how all these options work, to determine which is right for you.
Why financial advice is important
More than at any other time in your life, talking to a financial adviser before you retire will help put you on the road to financial security and access the following benefits:
- Getting help from an adviser can help you decipher complex super and tax legislation and translate them into actionable strategies
- They follow a proven process to ensure all aspects of your financial well‑being are covered
- They can help you assess the best income stream option and also structure your retirement portfolio to minimise tax
- They are supported by a network of technical and qualified specialists in super and retirement
- You can schedule regular reviews to ensure you stay on track before and after you retire so all you need to focus on is enjoying a new more relaxed lifestyle.
Speak to us for more information.
