⌟ Planning For Retirement

Learn how we can help you make the right choices for life’s important financial decisions.

Our experts can provide you with more information on:

  • How to design your Tax Minimising Strategy
  • How to find a property that pays for itself
  • How to invest smart
  • Refinancing your current loan with new one
  • How to build a debt-recycling strategy
  • and more…

It could pay to plan ahead so you can have more choice about what you’ll do when you move on from work.

Your retirement could be whatever you want it to be. But longer lifespans and earlier retirements bring the need to plan carefully, well in advance.

Your health and freedom to choose how you live your life will be fundamental to a long and happy retirement, and your strong financial position, key to an enjoyable lifestyle.

How We Can Help

The earlier you begin to plan for your comfortable retirement, the better off you may be. We’re here to help you:

  • Understand your financial situation now and in retirement.
  • Determine when you’ll have access to your super and how you may be able to maximise any Centrelink payments you may be entitled to receive.
  • Calculate the amount you’ll need by a particular date and plan for accumulating enough savings before you retire.
  • Identify appropriate strategies for funding your retirement lifestyle goals.

Frequently Asked Questions

Q : How can a Financial Advisor help me Plan for my retirement?

A: A Financial Advisor can help you Retire right. Whether it’s travelling, community
involvement or caring for family, we all deserve to live the retirement lifestyle we want.

Planet Wealth can help you establish a Retirement Plan which will provide you with a road map of how to achieve your goals during your Retirement Planning journey.

Q : Tips on how to prepare for your Retirement.

A: We can help you stay connected, involved and informed so you can have a happy and healthy retirement:

  • See retirement as a new beginning
  • Take retirement planning seriously
  • Reinvent your career
  • Get involved in the community
  • Reconnect with family and friends
  • Make travel plans
  • Learn something new
  • Get your super sorted

Q : 8 Tips for an early retirement

A: The earlier you plan, the more options you give yourself:

  • Have a financial plan
  • Set you your savings goal and reduce your expenses
  • Pay off your Home Loan
  • Boost your Super
  • Create a Retirement budget
  • Increase your Income
  • Build the right investment portfolio
  • Plan to cover health care costs

Possible Risks

We Will help you to understand:

  • Wealth Creation
  • Superannuation Planning
  • Retirement Planning
  • Investment Planning
  • Personal Insurance
  • Budgeting
  • Debt Management
  • Home Loans and Business Loans

Other Services

Important Information

Your privacy is important to us and AMP Financial Planning Pty Limited, which is part of AMP. You may request access to your personal information at any time by calling us on 1300 004 254 or contacting AMP on 1300 157 173. Information collected will be subject to AMP’s Privacy Policy.

You can also contact us or AMP if you do not wish to receive information about products, services or offers available from us or AMP from time to time.