With retirement so close, it's important to review your financial position to ensure you're set for the many years ahead.

NEARING

RETIREMENT

PREPARING

FOR A FUTURE WITHOUT WORK

RETIREMENT PLANNING

When the time comes, will you move completely into retirement or transition slowly over a period of time? Will you access your retirement savings throughout this time? The questions surrounding retirement extend far beyond superannuation, and can often require lots of planning and preparation. Let Centenary Financial help you plan for your future.

SUPERANNUATION

At this stage in life, you’ll likely be focused on growing your assets if you have a higher disposable income (due to fewer family costs). Protecting your super as you get closer to retirement is also a main consideration. With sound advice from Centenary Financial, you'll be confident about what retirement lifestyle you're heading towards. 

ESTATE PLANNING

 Estate Planning dictates how your assets are legally distributed after you pass away (or become unable to make your own financial decisions). Although it may be daunting to think about what you'll leave behind, a little planning now will make all the difference. Don't leave an administrative nightmare to your family, leave a legacy.

RETIREMENT INCOME FACT FILE

Subscribe to our newsletter and receive a free download outlining your options for retirement income. Will you have enough to retire?

CONTACT

CENTENARY

FINANCIAL

OUR ADDRESS
OPENING HOURS

Level 3, 50 Clarence Street
Sydney NSW 2000

 

Tel:  (02) 9230 0500

Email:  team@centfin.com.au

Monday to Friday 9am to 5pm

For any general inquiries, please fill in the following contact form:

 

OUR DIRECTORS

Michael Williams Centenary Financial Planning
MICHAEL WILLIAMS
PARTNER

Tel: (02) 9230 0500

mwilliams@centfin.com.au

Carl Gilmore Centenary Financial Planning
CARL GILMORE
PARTNER

Tel: (02) 9230 0500

 cgilmore@centfin.com.au

CONTACT DETAILS

Centenary Financial

Level 3, 50 Clarence Street

Sydney NSW 2000

Michael Williams, Carl Gilmore and Centenary Financial Pty Ltd (ABN 43 066 098 842) are Authorised Representatives of AVALONFS Pty Ltd (AFSL 437518, ABN 43 162 297 298)

You can read more information about our financial advice services in our Financial Services Guide (FSG).

Tel:  (02) 9230 0500

Fax: (02) 9233 6006

Email: team@centfin.com.au