Retirement Strategies

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Recent trends suggest that Australians are working longer, planning to retire later; and the majority of those leaving the workforce are only expected to live out the rest of their days experiencing a decline in their standard of living due to inadequate savings earmarked for retirement.

Planning for your retirement is vital to ensure you do not outlive your capital, so you can enjoy the lifestyle you want in retirement. Without lifestyle and expenditure goals, your retirement can lack purpose.

For the majority of retired Australians, their sole support is the Age Pension. If you want to maximise the post-retirement lifestyle, pre-retirement planning is imperative.

Given the continuing improvement in life expectancies, many people now aged over 50 can expect to live well into their 80s and 90s. This large amount of time is similar to their working lifespan – it’s a long time retired!

Momentum can help you achieve a secure retirement by providing practical advice for reducing the impact of inflation, maximising social security entitlements, rollover strategies and the use of tax effective income streams. We work with you to tailor an appropriate, individual retirement solution that may include:

  • Consolidation of superannuation accounts
  • Asset allocation: risk versus reward
  • Re-contribution strategies
  • Allocated pensions
  • Transition to retirement strategies
  • Income Streams
  • Centrelink eligibility

Momentum can work with you to develop a strategy that builds your retirement capital whilst you are still working by selecting investments that will generate competitive and tax-effective returns, and deliver a secure and regular income stream.

Testimonials

"We have been with Momentum Financial Planning for over 8 years now and have always received quality financial advice. The guys are easy to talk to and make even the most..."

Greg & Ann, Coffs Harbour
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Meet the Team at Momentum

David Gourley

Director / Financial Planner
Team Profiles

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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Momentum Financial Planning is one of a select number of businesses that has been awarded Certified Quality Advice Practice status by Charter Financial Planning. This programme sets an industry benchmark for providing high-quality financial advice. The certification is awarded based on industry qualifications, demonstrated best practise business operations and proven success in meeting the financial planning needs of clients.

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