Retirement

Financial Independence
This is what you’ve worked hard for. Retirement allows pursuit of hobbies, new interests and travel. Time to keep healthy and active. Monitor investments, adjust income, attend to estate planning. Check age pension entitlements. Income requirements may be higher in the early years of retirement, as some expenses, such as health, may increase.

Strategy

Investments should still contain an element of growth, however maximising income is the key. Allocated pensions are very tax effective. Don't worry about things you cannot control and enjoy the fruits of your lifetime labour.

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 Investment


Allocated pension

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