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
