financial advice for pre-retirees


At this stage in life you have:

  • Minimal or no debt
  • A high disposable income with no dependents to support and little debt to service
  • A greater earning capacity (compared to when you were an inexperienced worker)
  • An increased capacity to save
  • A growing investment or superannuation portfolio
  • Accumulated assets
  • A comfortable standard of living

Your financial concerns and goals might be:

  • To start planning for retirement and retirement income streams
  • To maximise investment earnings and savings
  • To continue to accumulate wealth
  • To protect your wealth
  • Estate planning

LifePath Financial Planning can provide strategies for Pre-retirees involving:

  • Ensuring your investments are tax effective
  • Ensure you can meet your retirement requirements (how much you need and when you want to retire)
  • Plan your transition to retirement
  • Restructure your assets to maximise Centrelink benefits
  • Budget and cash flow analysis
  • Personal risk insurance
  • Estate planning

LifePath Financial Planning

LifePath Financial Planning provides specialist financial advice relating to wealth creation, debt management, investments, insurance, superannuation and retirement planning.

In addition to these services, we are also recognised as an industry leader in the aged care sector.

Contact us

PHONE:     (07) 3219 4670
POSTAL:     PO Box 6591,
                      Upper Mt Gravatt QLD 4122
SOUTHSIDE:   4/46 Mt Gravatt Capalaba Rd,
                      Upper Mt Gravatt QLD 4122
NORTHSIDE:   2/22 Station St,
                      Nundah QLD 4012

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