financial planning for retirees


At this stage in life you are:

  • Budgeting to meet your retirement expenses
  • Aiming to maintain your income and lifestyle in retirement
  • Conserving your assets and savings
  • Estate planning

Your financial concerns and goals might be:

  • Ensuring you can maintain your current standard of living in retirement
  • Ensuring you can retire as scheduled and with enough to service your life expectancy
  • Ensuring your Will and Enduring Power of Attorney is up to date
  • Deciding whether to downsize the family home or travel etc

LifePath Financial Planning can provide strategies for Retirees involving:

  • Adjusting your superannuation phases
  • Maximising Centrelink benefits
  • Providing wealth protection
  • Estate planning
  • Reviewing your assets and investments
  • Planning longevity of capital and funding expenses
  • Establishing retirement income streams

Lifecycle stages - pre-retirees revised - v2

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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