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Retirement Planning

Retirement Planning

Are you on track to achieve your ideal retirement lifestyle?

  • Do you have enough saved to fund the retirement lifestyle you would like?
  • Do you know how much income you need?
  • Do you have a plan – not just financial but also a life plan?

How much do I need?

The amount of savings (including super) you need will depend on the lifestyle choices you wish to make and therefore, the income you need to fund your desired lifestyle.

Income needs will include your basic living costs to be comfortable in retirement, other lifestyle goals you may have (extra travel, boat, hobbies etc.) and potential legacy goals such as charitable giving or gifting to family members.

And it’s not just about the money.  It’s also important to consider how you are going to live your life at this next stage.  What is going to continue to give you a sense of purpose and what is important to you?

Am I on track or do I have a gap?

Once we have clarified your needs and aspirations, we can take a stocktake of what you have now and determine if you are on track, or if there is a “GAP”.  And if you have a GAP, identify what strategies you might use to close this and what decisions can you start making now to get you back on track.

How can MP+ financial planning help?

At this point in time, advice is critical, as there are decisions you will need to make and tax, superannuation and related laws are very complex.

McKinley Plowman are professionals in Retirement Planning and can help identify your GAP, clarify your goals and what is important to you, and build a roadmap to provide certainty and peace of mind that you will achieve the lifestyle you aspire to.

Retirement Planning Services We Provide

  • Superannuation and retirement Pensions
  • Investment advice
  • Centrelink planning, including Centrelink Assist service
  • Aged Care Advice
  • Estate Planning and Executor assist service

To know more about McKinley Plowman Retirement Planning services – contact us here.

Thinking about becoming a client?

Book your free, no obligation consultation right now via our online booking system or get in touch to find out more.

Already a client and want to get in touch?

Send us an email via our enquiry form or give us a call today.