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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
    • Calculators
  • Financial Knowledge Centre
  • 1300 349 188

Planning for retirement

Retirement Planning

This is really the consolidation stage of life. You might now want to have some of the added luxuries of life such as vacations, memberships in clubs, and time to pursue other interests. It is really important to develop interests outside your career so you have things that you love to do when you retire.

Retirement Investment

At this stage you are probably at the peak of your career and should be maximising your contributions to super and other investments to ensure you have a comfortable retirement and can have a similar standard of living to the one you enjoyed during your working years. It’s important to make sure you will have enough money to retire comfortably and that your income will last as long as you do. You may now be able to decrease insurance and focus on investment outcomes and maintaining good health and fitness.

‘Transition to retirement’ is one valuable strategy which can allow you to access income from your super. It can allow you to reduce your working hours in order to develop other interests; it can also be a valuable tool to help you maximise your super contributions and to reduce the tax you pay.

Good financial planning advice can have a massive positive impact at this stage of your life. If you have never engaged with a financial planner before you should contact us now to make sure you maximise your potential.

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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
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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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