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GET IN PRE-RETIREMENT SHAPE THIS FINANCIAL YEAR
A 2021 research study on retirement planning by Super Choice Australia found that Australian’s wanted more control and greater knowledge to make better decisions about their finances.
KEY FINDINGS:
- While people prefer to make their own financial decisions, they have relatively low knowledge about their finances;
- 38% of people were disengaged with their finances;
- 25% sought the help of a financial professional;
- 37% felt confident enough to do it themselves;
- Nearly 50% of pre-retirees felt retirement planning was moderately to extremely complicated.
It doesn’t have to be complex.
Learn how to supercharge your retirement planning to get the financial security and peace of mind you deserve. Start today.
MORE CONTROL. MORE KNOWLEDGE. BETTER DECISIONS.
Who is pre-retirement planning for?
DOWNLOAD OUR PRE-RETIREMENT PLANNING CHEATSHEET IF;
- You have recently turned 45 – or older!
- You’re ready to get serious about planning your retirement
- You are wondering how much money you need to retire!?
- You want to reduce debt before retirement
- You want to find out about phasing into retirement
- You need to do a full financial check over – and make over!
- You want to know about Centrelink Benefits.
- You have recently had a MAJOR LIFE event like a divorce or death of a spouse.
- You know you should!
Great retirement planning really comes down to getting the fundamentals right.
- Set your goals
- Project your income
- Phase into retirement
- Reduce debt
- Build income streams
- Super charge your super
- Understand Centrelink
- Take another look at insurance
- Plan for big purchases
- Look beyond retirement
YOU JUST NEED TO SHOW UP.
You don’t have to be a financial expert to plan the retirement of your dreams. You just need to show up to the starting line.
Start by downloading our FREE resource or by making an appointment with Richard Cameron for a FREE no obligation meeting to start your pre-retirement planning journey!