Enjoying retirement

You are enjoying life after work and all the opportunities that this exciting time in your life presents. At this time in your life you want to know you are going to have the finances to support your adventures and perhaps even leave a legacy so you can share your wealth now and in the future.

We can help you:

  • Identify how long your money will last by looking at your income and assets and how they are structured
  • Identify if your finances are structured for Centrelink assistance and administration.
  • Look at ways to minimise any tax you pay in retirement
  • Recommend superannuation income stream strategies including annuities and pensions
  • Provide estate planning recommendations so your money goes to the right people at the right time
  • Advise on aged care assistance and administration.

Please contact Assured Future Financial Services on 0412 797 723 to discuss enjoying your retirement.

Let's Chat

    Latest Articles

    Stay informed

    Approaching the dawn

    By Tony Kaye, Senior Personal Finance Writer, Vanguard Australia COVID-19 has completely, and mercilessly, dictated…

    How to approach career development for your entire company

    Figuring out how to maintain and develop your employees’ careers will yield better outcomes and…

    Property investment

    Houses and units seem easier to understand than many other types of investments. However, it’s…