With retirement so close, it's important to review your financial position to ensure you're set for the many years ahead.
FOR A FUTURE WITHOUT WORK
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.
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 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.