66+

66+

Retirement time!

Everyone's different - of course - but here are some of the things our clients often experience in their late sixties and beyond:

  • life after work!
  • health and longevity concerns
  • doing something for the community
  • travelling the world
  • suffering a serious illness or injury
  • helping the kids get established
  • kid's relationship problems, separation, divorce etc
  • downsizing
  • caring for grandchildren
  • planning for care later in life

You finally have time to do all the things you couldn't fit in before, and hopefully your health and the money you've saved so far will be good enough for you to enjoy them. Right now is a great time to get some financial advice - it's never too late to make sure you've got the right strategy in place. The right advice now could make an enormous difference to your life - right throughout your retirement.

How can we help?

Four key things will help you get the most out of your retirement:

  1. maiximising Government support
  2. Making sure your money lasts as long as you do
  3. aged care accomodation and care options
  4. making sure your will and estate plan are up to date

A small amount of time now - making sure your plan is right - and you can relax and enjoy the freedom you've worked so hard to achieve!

Addwealth is just a phone call away - call us now on 08 9284 3144. For more information, or to make an appointment, click here