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Preparing for Retirement

Transitioning from working life to retirement can be an exhausting and nerve racking time.  With so many aspects to consider many people become overwhelmed and constantly struggle with that dreaded feeling of having forgotten something.

As you get older your financial mind tends to shift from aspects of raising your family and enjoying your working life to preparing for your retirement.  At Wakefield Partners we believe that in regards to your finances, the earlier you start preparing for your retirement, the better off you will be.

The three main sources of income in retirement come from:
The capital required to provide the income from these sources (excluding Centrelink) will vary depending on how much you plan to spend in retirement, your age at retirement and how long you need the funds to last.  How long you continue to derive income from your saved capital will obviously depend on how much you spend each year.

At Wakefield Partners we specialise in assisting clients to financially prepare for and survive retirement.  We not only assist with the management of your Super and Non Super Investments but we can also help to ensure that you receive any possible Centrelink benefits available to you.

For retirement planning advice, we generally offer and introductory appointment free of charge.  This appointment will generally take up to 1 hour and our adviser will then be able to provide an indication of what further action is recommended. The initial appointment is without obligation and provides potential clients with the opportunity to meet us and discuss their situation.

If you would like to discuss how we can assist you in achieving your needs, goals and objectives please contact us and speak to one of our advisers.