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Lifestyle Financial Services Lifestyle Financial Services
  • Home
  • About
    • About Lifestyle
    • Our Team
    • Client Testimonials
    • History
  • Services
    • Personal Financial Advice
      • Start work
      • Saving for a house
      • Wealth Creation & Investments
      • Wealth Protection
      • Planning for retirement
      • Enjoying retirement
      • Estate Planning
    • Mortgage Advice
    • Employer Services
      • Superannuation review,
        benchmarking and tender services
      • Group insurance benefits
      • Financial wellbeing at your workplace
    • Employee Services
      • Personal Financial Advice
      • Super Hub
  • News and Resources
    • News
    • Webinars
    • Forms
  • Financial Knowledge Centre
  • 1300 349 188

Enjoying retirement

Time to enjoy the fruits of your labours! Draw down on your super and other savings, spend time with the grandchildren and do all the things you always wanted to do; but work got in the way.

Focus on health, wellbeing and other interests.

The most important thing now is to ensure your income will be maintained. Careful planning and a deep understanding of investments and how markets act is really important.

Many retirees do become very conservative with their investments, some just invest in term deposits. This can dramatically reduce their investment return and therefore their income. Investing for retirement is, hopefully, for the very long term, so careful management and regular review is critical.

The planners at Lifestyle are retirement experts and we have developed an investment methodology specifically designed for super pensions, to provide great returns with low volatility. We use low cost super and pension platforms to help keep fees to a minimum and therefore improve your investment returns. Please contact us for more information.

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At Lifestyle, we believe it is important that you have enough information, that you feel financially educated, secure and empowered to make informed decisions. It’s your money, you have worked hard for it, and you want it to work hard for you. The best time to take control is now!

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Suite 4.01, 9 Help Street, Chatswood, NSW, 2067
1300 349 188
[email protected]

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Lifestyle Financial Services Pty Ltd (ABN 85 065 161 391) is a Corporate Authorised Representative of Fortnum Private Wealth Limited, ABN 54 139 889 535, AFSL 357306 (“Fortnum”).

Domane Mortgages Pty Ltd ACN 617 179 156 | Australian Credit Licence registered under Australian Finance Group ACL No. 389087 ABN 555 617 179 156
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