Are you about to retire or have just retired and need assistance with your finances? We work with clients to make sure they live a comfortable retirement while looking to maximise any social security benefits and entitlements by:
Establishing an accurate picture of your current financial position
Identify your goals and objectives
Implement strategies and a plan to meet the goals and objectives
Diversify your superannuation portfolio for risk protection
Ensure your assets pass onto the right people as per your wishes e.g. estate planning
Maximise your returns and any social security benefits and entitlements
Meet your retirement goals
Navigate changes in your level and source of income
Adjust your budget to address a new set of needs
Educate you on your options moving forward
Hear from Les & Lesley about why they chose RP Wealth.
Case Study Financial Advice for Pre/Post Retiree
Les and Lesley have been long term clients with RP Wealth since its establishment and have been working with their Adviser Ron since they both entered retirement. They are both fortunate enough to be financially secure in while drawing down from their investment assets while enjoying travel and maximising their benefits in retirement.
They have watched their wealth grow as a result of sound advice provided and the portfolio that has been constructed for them. Through regular reviews, reporting, updates and education, both Les and Lesley are able to enjoy what matters most to them in retirement while understanding they are being financially looked after by a team of professionals that is managing the risk and performance of their funds.
Whether they need funds for family gifts, holidays, hobbies or funding an upgrade of their campervan, they know where they sit and what is achievable based around our discussions.
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Download our guide on how to access your superannuation benefits in retirement
