Make your money last longer

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If your calculations show you may not be able to finance the lifestyle you’d like,
and if continuing full time employment isn’t an option, you’ll need to make your
money last longer. Here are some suggestions:
· Spend less – look at ways to trim your budget
· Pay less tax – your financial planner or accountant can help you arrange
your affairs in a tax effective manner
· Social Security – you may have a right to social security benefits
· Investment returns – monitor your investments and fine tune your portfolio
to produce better returns without sacrificing security
· Part Time work – a few hours work each week may increase your income
without affecting your pension
If you would like further information, contact: Tom, Shane or David Gourley
Authorised Representatives – AXA Financial Planning Licensed Securities Dealer

 

 

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Matt & Kirsty, Gold Coast
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David Gourley

Director / Financial Planner
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Newbrocom Pty Ltd (ABN 39 152 026 330) trading as Momentum Financial Planning is an authorised representative of Charter Financial Planning Limited, Australian Financial Services Licensee Licence number 234665.

 

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