Retirement Planning

How long are you planning to live? Is your current retirement planning able to pay for those years of life? Retirement planning is not simply about putting aside money for your future. Your retirement planning needs to take into consideration: Your current (or expected) standard of living Handling your assets Keeping up with inflation A generous timeframe The need for flexibility.

We can take the stress out of your retirement planning with realistic, thorough and effective financial advice.

Solutions for Retirement Planning

The most important thing to consider in retirement planning is having a stable income.

'The earlier the better' is certainly true of retirement planning. By understanding the time value of your investments, you can make your money work harder for you, for longer.

Our expert advisors will guide and assist you with:

• Income: Setting up an indexed income
• Capital: Planning your capital growth to meet your ongoing needs
• Centrelink: Your eligibility and organisation of benefits
• Investments: Advice on suitable investment structures and an appropriate investment strategy
• Assets: Structuring your assets to minimise the deposits required, and helping you guard against inappropriate gifting of assets
• Aged Care: Negotiation of prices, conditions and prior arrangement of your affairs
• Powers of Attorney: Education about the implications and requirements of your powers of attorney.

Our advisors will also help you look at other retirement planning options, such as self managed superannuation and estate planning and funeral planning.

Plan now for a financially secure retirement, and feel confident that your financial future is assured.

For expert financial advice, contact Moss Financial on (03) 9578 7771 or fill in the form below.
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