Retirement - The Plan ahead

Planning ahead for retirement

Like many Australians, you probably find planning for your retirement often takes a back seat to the everyday noise of your career, family and friends.

It can also be a topic many people avoid because most Australians won’t have enough money to fund the retirement they want.

However, as with most things in life, the sooner you begin planning, the sooner you’ll know what you need to achieve for a comfortable retirement.

Mentor1 Financial Planners can help you take time to focus on organising your retirement future, while taking into account your immediate needs.

Together, we’ll discuss your current retirement thoughts and have a look at other options you may not have considered.

You’ll discover how you can achieve your retirement goals through:

  • managing your current income differently
  • maximising existing and future investment into your superannuation fund
  • considering if a self managed super fund is right for you
  • clever ways to structure your assets and investments.

Case Study – Tom & Katrina’s story

Tom and Katrina are a married couple in their late 30’s. Tom has a paid job, whilst Katrina looks after with the home and their three kids aged nine, seven and three. Continue reading…

Like to find out more?

If you’d like to find out how a Mentor1 financial planner can help you plan for now and for the future, please call us on 1300 765 811.

Book your complimentary appointment now.

We think getting to know each other is essential. That’s why the first appointment with a Mentor1 financial planner is complimentary. In less than an hour we’ll give you food for thought and then you decide when you want to come back.