Retirement Planning

Enjoying the freedom of life

(Retirement planning)

We are living longer and more actively — how you make your savings last and maintain your standard of living presents a financial planning challenge.

We passionately believe that everyone should have a Financial Plan that is regularly monitored and reviewed to help fund their retirement needs.

  1. There are generally 3 main streams of income in retirement;
    1. Centrelink Age Pension
    2. Superannuation/Pension
    3. Personal Provision (investment properties, share portfolios & cash)
  2. Our role is to assist you to build and understand how your financial resources will provide for you after you've received your last pay cheque;
    1. Develop a Financial Roadmap that takes advantages of the generous tax concessions available in retirement
    2. We will help structure your investments to provide a tax effective and rising income stream
    3. Provide financial projections regarding the longevity of your money and sustainable spending rates
    4. Assist in understanding your entitlements with Centrelink
    5. Discuss your Estate Planning needs to ensure a tax efficient transfer of your wealth to your family

    Financial independence means different things to different people – we listen and identify the goals that are important to you.

  3. Financial independence can mean;
    1. Financial security for your family
    2. Peace of mind and sleeping well at night
    3. Travelling around Australia
    4. An overseas holiday from time to time
    5. Being in a position to work where and when you want

    Finding yourself financially independent doesn’t just happen. It requires forming good habits, discipline and having a clear action plan for your money.

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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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