retirement planning
We are living longer, and for most of us, our income from Super or the Centrelink Age Pension just won’t be enough to maintain our retirement lifestyle that we want. Here at Sunrise Financial Planning , we help you to plan for those years by carefully invest, build your wealth and maximise your pre-retirement savings to achieve your retirement goals.
- Like any new chapter in your life, preparation can go a long way in ensuring you are emotionally and financially ready for the road ahead. We are here to help you answer the questions:
- How much money in Super will I need for retirement?
- How to invest an inheritance?
- Should I sell my family home/investment property to fund my retirement?
- How and when can I access my Super?
- How much can I take out of my Super?
- How to maintain my lifestyle in retirement?
- How long my retirement savings will last?
- How to maximise my retirement income?
- How I maximise my Centrelink benefits in retirement?
We work with you to uncover your retirement goals and design an appropriate asset allocation strategy to coordinate your sources of income. We help you steer through critical decisions around Centrelink & Social Security planning to achieve the best outcome possible given your current circumstance. We also help you determine how to maximize total return and minimize taxes according to your specific situation. Areas we can assist:
- Income stream
- Funding for retirement expenses
- Centrelink
- Aged Care