Is your financial plan in place?
You've worked hard.
Get ready to play!
What more important time in your life can there be? You’ve spent years working hard and accumulating your wealth and now’s the time to sit back, relax and enjoy the fruits of your labour.
Planning well for your retirement is absolutely essential to ensure these goals are met.
This isn’t just about what you do with your money when you retire: it’s about ensuring you get great advice in the years leading up to retirement to take advantage of the various strategies Infocus employs to maximise your earnings in the pre-retirement period. By doing this, your goal of a happy and prosperous retirement can become that much closer to reality.
Please refer to our case studies, where we discuss some scenarios that talk about pre-retirement and how important this can be in ensuring your retirement will live up to your expectations.
Retirement planning is important to get right! There are many complex considerations that your local Infocus financial planner will be happy to assist with. Simply click the ‘Enquire Now' button to contact your nearest office and make an appointment today.
The looming problem is this: The generation that has had it all is also the generation that has had a habit of spending it all. Unlike their frugal grandparents, boomers will struggle to get by on the pension alone.
Baby Boomers will struggle to get by on the pension alone.
Perhaps the most crucial thing boomers can do now is to get a financial plan in place now to see them through to their golden years, with enough left behind to provide for loved ones.
Infocus Money Management has retirement strategies to inform those considering retirement. An Infocus financial planner can talk to you about making the most of your super, maximizing your Centrelink benefits, and how you may be able to avoid unnecessary tax bills. The overall aim is to maximise your retirement income and reduce your taxation to ensure you can afford what you want to do in retirement.