Retirees | Abound Financial & Lifestyle Planning

Retirees

You feel like you’re not sure if you’re doing the right thing with your retirement funds?

You don’t know if you have enough for retirement and how long you can afford to live the life you’re used to?

You want someone to review your situation on a regular basis and make sure that your strategy is up to date with the latest and most relevant issues in the world of finances? 

Failing to plan for your future is a guarantee that you will fail. At critical stages in life such as before retirement or following retirement making the right decisions can make all the difference to your lifestyle. In this instance, the decisions you make relate to your finances and how your finances affect your life.
 
Superannuation, salary sacrifice, retirement incomes, income, expenditure, taxation, cashflow, savings, budget, salary packaging, bank account, credit cards, mortgage, car loan, personal insurances, home insurance, car insurance, powers of attorney, wills… these are all areas addressed in a comprehensive financial planning strategy which is formed with the intent of helping you live the life you desire.

If you need advice on any of the above areas, you have come to the right place! 

What’s more, we help you establish your lifestyle goals and align your financial plan which incorporates all of the above areas into a robust strategy formed with the intent of helping you achieve your lifestyle goals. With regular review your plan is adjusted to suit your changing circumstances and to ensure that you remain on the right path!

It is never too late to do the right thing, and having an experienced professional who provides the right advice may give you the peace of mind you need at this stage in your life.

When developing your financial plan is it important to gain an idea of how many years you are likely to spend in retirement. To help you gain an estimate of how long you may live, we recommend you take the My Longevity SHAPE analysis which addresses five key areas of; surroundings, health, attitude, parents and eating.

This analysis is specifically designed for Baby Boomers i.e. people born before 1961 however if you are under 45yrs choose age 45 and your results will still be quite informative. 

Click on this link to find out: My Longevity analysis!

If you would like more information about any of the areas mentioned above please contact us. Here is a Case Study to give you an example of how we could help you with Financial & Lifestyle Planning in Retirement.

Cashflow management and budgeting
Taxation Planning
Salary Packaging
Debt Management
Superannuation
Insurance/Risk Management
Investments
Estate Planning
Centrelink
Retirement Incomes