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Going forward, Australians are projected to spend more time in retirement than in the workforce. A shift that means substantial cash flow will be required to comfortably fund retirement.
The good news?
Hello Wealth strategies incorporate wealth generating actions that can be taken immediately, while working towards retirement, bolstering retirement savings for a secure financial position capable of sustaining this trend towards early retirement.
The day we stop working is now in our hands.
With a Transition To Retirement strategy we are no longer bound to retirement on the day we turn 65 and can instead take control of our retirement date, potentially using this to our advantage by turning a redundancy into an opportunity.
Reaching retirement is a significant milestone which raises key questions:
“Should I leave my money in super or start an income stream? Take the annuity or the pension? How good are retirement savings accounts?”
The answer?
Make your money last with effective debt management, the correct asset mix and a financial structure that maximises Government benefits.
Determine whether or not you pay tax in retirement – and how much – based on how funds were allocated to your super, how you take money out and how old you are.
Familiarise yourself with minimum and maximum super withdrawals.
Prepare early for the possibility of both seeking out and covering the cost of residential care.
Efficiently plan your Estate by making a will and conducting a thorough and transparent assessment of your financial situation.
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IMPORTANT INFORMATION
DavidGordonLong Pty Ltd, [ACN 619 960 584], trading as Hello Wealth, is a Corporate Authorised Representative N: 1261139 of GPS Wealth Ltd ABN 17 005 482 726 AFSL 254 544.
Financial Adviser and Director, Anabel Reign is an Authorised Representative N. 340187 of Hello Wealth.
General Advice Warning
Any advice contained in this website is of a general nature only and does not take into account the objectives, financial situation or needs of any particular person. Therefore, before making any decision, you should consider the appropriateness of the advice in regard to those matters.
Links to external websites
These links have been provided with permission for information purposes only and will take you to external websites, which are not connected to Hello Wealth in any way. Note: Hello Wealth does not endorse and is not responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.
Our Client Testimonials
These clients have agreed to share their story. Everyone’s situation is different, so their choices and outcomes will be different to yours. Consider your circumstances before deciding what’s right for you.
Level 15, 115 Pitt Street, Sydney
Telephone: +61 2 8074 8599
E-mail: info@eastonwealth.com.au
Website: https://gpswealth.com.au/
Master Your Money | Online Wealth Coach is your step-by-step guide to insider financial planning secrets in a 12-module online format, covering every money-topic for all financial circumstances.
Provided in an easy to digest and hands-on format, the platform was built with you in mind so that you feel empowered to reach your financial goals, at your own pace in the comfort of your home!
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