While the thought of ceasing full-time employment might seem an eternity away, making the most of your investment dollars while you are working will help ensure your future lifestyle is the one you have always looked forward to.
Investing in superannuation is an investment for your future and in order to enjoy the lifestyle you have earned in retirement you need to ensure that the money you have will last a lifetime.
The laws around superannuation are complex but there are also plenty of opportunities to take advantage of Government initiatives if you get the right advice. For example, the Government Co-contribution gives you a 50% return on your investment in the first year!
Doran Financial Services offer a range of strategies for pre-retirement planning including:
- Superannuation and co-contribution options
- Investment advice
- Aged Care planning
- Lifestyle protection
- TTR – transition to retirement pensions
- Wealth creation
We can put in place a range of strategies to meet your needs and maximise your wealth in retirement. Doran FS recommends seeing a financial planner at least five year before your ideal retirement date to ensure you have the right financial plan in place for your retirement.
To find out more about how we can help you prepare for your retirement click here to contact us or make an appointment.