Superannuation and Retirement Planning

Ensuring that your money is working for you is important at every stage of life. It becomes crucial when you retire, as you need that money to support you through retirement. That is why it is imperative to invest your money wisely.

Retirement planning can assist you to plan and manage your financial situation for your retirement, so you can maintain a regular income, enjoy life and retire with confidence.

Let's say in retirement you have

3 meals a day @ $10 each = $30

7 days in a week ($30 x 7days) = $210

52 weeks in a year ($210 x 52 weeks) = $10,920

20 years in retirement ($10,920 x 20) = $218,400 (Assuming no interest has been factored into calculation)

How much do you have now?

A sound retirement plan can help you:

  • Prepare for your retirement
  • Select the most appropriate superannuation
  • Ensure you obtain the maximum social security benefits
  • Secure your assets
  • Utilise tax-efficient strategies to transfer your wealth
  • Plan your estate so your loved ones are taken care of

With the right investment strategy, products such as allocated pensions and annuities can make your money work for you.

For more information on superannuation and retirement strategies, contact us to arrange a free initial interview.

The Wealthsure AFSL applies to financial product advice only. Please note Mortgage Brokering, General Insurance, Accounting, Legal Document Drafting, Taxation, Real Estate and Business coaching are not considered to be financial products.

The information contained within the website is of a general nature only. Whilst every care has been taken to ensure the accuracy of the material, Connect 4 Financial Services Pty Ltd will not bear responsibility or liability for any action taken by any person, persons or organisation on the purported basis of information contained herein. Without limiting the generality of the foregoing, no person, persons or organisation should invest monies or take action on reliance of the material contained herein but instead should satisfy themselves independently of the appropriateness of such action.

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