Retirement Planning

Having helped many clients build their assets through their working life, it has been a satisfying part of our business to have assisted those same clients with the preparation and transition to retirement. Time and again we have seen even the most assertive business leaders uncertain about how they will turn their hard won assets into the income stream necessary to replace their working income.

If you’re starting to plan your retirement, it is critical to receive advice BEFORE you finish work. Make an appointment to see us so we can explain Allocated Annuities, Complying Annuities, Social Security rules, and the myriad of other Retirement Income Stream considerations that will determine how many dollars your existing assets can produce.

By calling (02) 9997 6787 to make an appointment, we can help you on the path to a stress free retirement. That only comes through education in the rules that apply to your assets and agreement on appropriate strategies to take advantage of those rules. If you don’t have a much broader understanding of these matters by the end of the first obligation free meeting, we probably won’t be able to help you anyway!

What happens during that first meeting? By getting a thorough understanding of your current position, your attitude to investing, your ultimate objectives and then providing that education, we should be able to agree on how Future Funds Pty Ltd can help you. Before agreeing to proceed you will know exactly what your costs would be. We will put our recommendations to you in writing, including a plan of action, a further disclosure of what your costs would be and what we receive for providing the advice. Our office will also assist in implementing the advice, and we provide regular reviews to ensure you remain on track to achieve your objectives.