A Wealth of Advice

Retirement Solutions

Retire from Work, Not from Life

Planning for a great retirement and beyond doesn’t just happen overnight. There’s a lot to consider and getting the right advice and guidance is crucial. Planning for a great retirement should also consider how you want to live during your retirement, because once you do stop working, it’s likely that your income will decrease and this can impact the lifestyle you’re trying to achieve. Remember too, that most of us will live longer than our parents and this will impact how long your retirement savings will need to last.

Helping You Make Great Choices

Despite your stage of life, Anne Street Partners Financial Services takes a holistic view to retirement planning. It can be a complicated topic and for many Australian’s Superannuation represents the largest asset outside the family home. For this reason alone, it makes sense that you take an active part in your retirement planning as early as possible, and this is where our years of guidance can really help transform your retirement plans.

Our financial advisers will work with you to understand your current circumstances, goals for retirement and the strategies you’re currently using. This will enable your adviser to create an effective retirement plan, no matter what age you’re at.

Our financial advisers will work with you to identify your goals and objectives and tailor a retirement plan that suits your lifestyle and circumstances

Working With You to Get You There

A great retirement plan will consider every aspect of your situation. Our advisers will help you navigate the myriad of options available to you.

Matching your goals to investments – we’ll consider equities, property and fixed interest investments – direct or indirect. We’ll match what you like and understand to help you move towards meeting your goals.

Self-Managed Super Funds (SMSF) – whether establishing a SMSF could be an effective strategy or if you should remain with a traditional Superannuation fund.

Help locate and consolidate multiple funds – we can investigate whether consolidating multiple funds will reduce duplicate fees and help manage your overall situation.

Consider the correct insurances – in and outside of super, so you receive the protection you require and don’t pay for the things you don’t need.

Additional contributions – helping you understand the implications salary sacrificing or post-tax contributions can have.

Working part-time – whether working part-time could be a good plan for your circumstances or stage of retirement.

Maximising your entitlements – even if you don’t receive the aged pension, you might still be eligible for other Government benefits. We’ll help to make sure that you receive everything you’re eligible for.

Managing your income – even when you do retire, it pays to have a great budget plan in place. This will help ensure your savings and income lasts as long as you do.

Talk to us today about developing a retirement solution that’s designed to meet your specific requirements.

Fact Sheets

Arrange your complimentary 45 minute initial consultation today.

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