Stop Working, Start Living

Principal Partners

Planning for retirement can be stressful as there can be a lot to consider. Furthermore, the constant tightening of benefits to retirees by the government is making the road to retirement more stressful than ever.

The greatest asset you have is time. The sooner you put a plan in place, the better chance you have of obtaining the lifestyle you want when you stop working.

A great retirement plan will consider every aspect of your situation. Our advisers will help you navigate the myriad of options available to you. More specifically we can help:

Match your goals to investments

We’ll consider equities, property and fixed interest investments – direct or indirect. We’ll match what you like and understand to help you move towards meeting your goals.

Start a Self-Managed Super Funds (SMSF)

Whether establishing a SMSF could be an effective strategy or if you should remain with a traditional superannuation fund.

Locate and consolidate multiple funds

We can investigate whether consolidating multiple funds will reduce duplicate fees and help manage your overall situation.

Make additional contributions

Helping you understand the implications salary sacrificing or post-tax contributions can have.

Maximise your entitlements

Even if you don’t receive the aged pension, you might still be eligible for other Government benefits. We’ll help to make sure that you receive everything you’re eligible for.

Manage your income

Even when you do retire, it pays to have a great budget plan in place. This will help ensure your savings and income lasts as long as you do.

Call 03 8320 4646 today to see how we can help

Principal Partners put your needs first and proactively seek
to build a solid asset base that will meet your financial and lifestyle goals.

Retirement Planning