Retirement

Retirement

Superannuation 

At McKinley Plowman, our accountants and retirement planning professionals in Perth offer extensive expertise on maximising your choices in retirement through superannuation.

Whether it be retiring early, or ensuring a champagne lifestyle when you do stop work, our retirement planning team in Joondalup and Perth will set you on a path to achieving your goals through Australian superannuation.

Along with advising on Australian superannuation pensions, our extensive range of financial planning services includes share transactions, comprehensive financial plans, personal risk insurance, tax planning, wealth creation and protection, gearing strategies, setting up self-managed superannuation funds and United Kingdom (UK) pension transfers.

Our financial planners can show you how to minimise your tax bill through investing in superannuation, how to gain greater performance from your current super and how to gain greater control over your superannuation assets.

Our comprehensive retirement planning services in Perth also include devising transition to retirement strategies – plans which help you ease into retirement while boosting your superannuation in a tax-effective way. Our financial planning team’s integral role with McKinley Plowman’s accounting and finance broking divisions also enable us to provide a holistic retirement planning service that is tailored to every client’s unique situation.

Speak to a McKinley Plowman retirement planning professional in Joondalup or Perth about how much superannuation you require to meet your retirement objectives.

Contact McKinley Plowman’s advisers to discuss the range of superannuation strategies available to reach your retirement goals on (08) 9301 2200 (Joondalup) or (08) 9361 3300 (Perth).

Retirement Planning

We understand that retirement is an important and exciting part of your life, and the McKinley Plowman team of trusted financial planners have been driving clients towards their retirement planning goals for over fifteen years.

Our extensive range of financial planning services includes share transactions, comprehensive financial plans, personal risk insurance, tax planning, wealth creation and protection, gearing strategies, setting up self-managed superannuation funds and UK and South African pension transfers.

Our comprehensive retirement planning services include devising transition to retirement strategies – plans to ease you into retirement while boosting your superannuation in a tax-effective way. Transition to retirement strategies also enable clients, who have reached their preservation age, to work part-time and supplement their reduced income with pension payments.

Our integral role with our accounting and finance broking divisions enable us to provide a holistic retirement planning service that is tailored to a client’s unique situation.

Contact McKinley Plowman’s advisers to discuss the range of strategies available to reach your retirement goals.

Transition to Retirement

McKinley Plowman’s comprehensive retirement planning services include devising transition to retirement strategies – plans which help you ease into retirement while boosting your superannuation in a tax-effective way. We understand that retirement is an exciting journey and something to look forward to.

Designed to provide greater flexibility as you move towards retirement, McKinley Plowman’s advisors show clients how setting up a pre-retirement pension allows them to draw an income, while contributing to superannuation through salary sacrifice.

Setting up a pre-retirement pension allows clients to pay less tax on their pension income than they would on the same amount of salary or wages. Transition to retirement strategies also enable clients, who have reached their preservation age, to work part-time and supplement their reduced income with pension payments.

Our integral role with our accounting and finance broking divisions enable us to provide a holistic retirement planning service that is tailored to a client’s unique situation.

Contact one of our McKinley Plowman retirement planners in Joondalup and Perth to discuss the range of strategies available to boost your superannuation with pre-retirement pensions

MP Financial Planning Pty Ltd and its advisers are Corporate Authorised Representatives (AR) of Fortnum Private Wealth Ltd ABN 54 139 889 535 | AFSL 357 306

General advice warning: The advice provided is general advice only as, in preparing it we did not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should also consider the
relevant Product Disclosure Statement before making any decision relating to a financial product.