PWM: Retirement

Retirement

The earlier you start preparing for retirement, the more options you have to set a course that suits you. Managing your finances can be hard work even if you have some financial knowledge. Ask for financial advice if you need help with investment strategies and to navigate our complex tax system. Ask your adviser to explain different investment strategies, the level of risk involved and the potential returns you can expect.

 

Transition to Retirement

You can keep working while drawing down some of your super benefits. This is known as transition to retirement (TTR) and it allows you to supplement your salary and maintain your lifestyle while you reduce work hours or salary sacrifice into super to save.

Managing your finances can be hard work even if you have some financial knowledge
Is your family & business protected from the unexpected?
Book a no obligation appointment with the PWM team today
see how we can protect what matters.