If
you
know
where
you're
heading,
we'll
help
you
get
there.

Château Moderne

Itasca, TX
Holiday
Why
should
I
plan
for
my
retirement?
Graphic

We're living longer

Graphic

Government superannuation is limited and can't continue to be as generous as it is

Graphic

High household debt and a lack of retirement savings

The
four
parts
of
any
(good)
retirement
plan
Retirement
in
summary

  1. Choose the retirement lifestyle you want and determine the income that lifestyle requires

  2. Calculate what you will need to support that lifestyle

  3. Figure out how much you can contribute to your investment each week, fortnight, or month

  4. Choose the portfolio that is going to take your cash contributions and turn them into the assets you need, while satisfying your risk appetite

  5. Get the right risk and insurance policies so it all keeps ticking along even if the worst should happen.

  6. Review regularly