Later Years
Investing
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Maximising wealth
You’ve invested time and money in your career,
home and family. Now it’s time to think about what’s best for your
future.
It’s also time to examine your investments. Will you be eligible for the
pension, or are you already financially independent? Will your
pension
provide enough to be comfortable when you retire?
Investing for income, rather than capital gain, becomes more appealing
when you are considering how well you will live when you’re no longer
receiving a salary.
Considering the tax implications of your investment strategy can also
put you in a much better position to make the most of your final working
years.
Talk to Brian Vallely about investing for a regular income and
making sure your retirement plan is on track.
Planning for Retirement
The
end to full-time work is in your sights. You have just a year or two
left to go.
The goal is to make sure you have enough money in retirement to live
comfortably, whether it’s a payout or income stream from pensions, cash
flowing from investments, or a combination of these.
Are you prepared? Is your financial plan up to date to take retirement
planning into account?
Your plan could offer a regular income in retirement and also include
your Pension or other benefits. You’ll need to consider whether to
receive a lump-sum or an income stream from your pension.
It sounds straightforward, but working out a plan can be quite challenging.
It would be much easier if we knew how long we were going to
live, then we would know how much we would need to save before retiring.
