Pre-Retirement Planning

The Path to Financial Independence

(Pre-Retirement)

Our aim is to land you safely at destination retirement with the level of income you ideally need to maintain your chosen lifestyle. Maximising the lifestyle you have in retirement doesn't just happen - it requires a strategy, self-control and a financial Roadmap. We will build you a financial Roadmap that provides a clear and realistic pathway to achieve your desired lifestyle in retirement. Working closely with our clients in their pre-retirement years we guide, inform and advise ensuring they make the best use of their resources and help them achieve the strongest financial position possible at retirement.

We work with our clients to quantify the assets and superannuation funds needed to generate desired future income levels. We set markers and targets to track our progress. Getting a lot of small financial decisions right makes a big difference in the long run.

First we need to have a conversation with you and answer some of the following questions:

  1. At what age would you like to stop working full-time?
  2. What does your ideal retirement look like?
  3. How much money will you need to live on in retirement?
  4. When and will you qualify for the age pension?

Once we understand this we are in a better position to make plans. It may be that you need to start putting more cash aside, and the longer you have before full retirement, the better because time is the most important ingredient in financial planning.

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    • Disclaimer : Matthew Hawkins & SRHFP Nominees Pty Ltd (ACN: 155711158) ATF SRHFP Unit Trust (ABN: 96013180603) T/A Elevate Wealth Solutions, Authorised Representative of GWM Adviser Services Limited, Australian Financial Services Licensee. Registered Office at 105-153 Miller Street, North Sydney, NSW, 2060. Please note that GWM Adviser Services Limited is not responsible for the advice and services provided by Scanlon Richardson Financial Group.

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