Active retirees can count on needing at least as much income during retirement as before retirement.
The goal for most of us is to make sure we have enough money in retirement to live comfortably, to do those trips we have always wanted to do and to start those hobbies we now have time for - Are you prepared?
At this stage of your life a financial planner can help you with:
Accessing Centrelink benefits
Allocated pensions and annuities
Self-managed superannuation funds
Retirement seminars
Planning your estate
Retirement village and nursing home advice
‘I have been with SCC for over 10 years and have been more than satisfied with both the advice and attention to my needs. Mark set up my share portfolio plus my superfund of which I am delighted. With annual drawings in excess of $35,000, my original investment has increased by $70,000. A wonderful result.’ Bruce 75
‘My wife and I have been with Mark since he joined Scott & Co. He organized our self-funded superfund and we are so happy with his service that several friends are now his satisfied clients. SCC are the most cost effective financial planners I have dealt with’ Harry 74
'My wife and I are now in our 80s and we have found Mark to be a very responsible adviser. He has advised us on allocated pensons and share purchases and we have been very satisfied with the result. He is very approachable over the phone if you encounter problems with your finances, also goes into detail if you have an appointment. He gives you reports as necessary during the year, we are very happy with his professional advice' Don & Dot 80s
For advice on making the most of Centrelink benefits and to discuss the best financial options for you in retirement, contact us now.
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