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Retirement Planning

Retirement Planning Advice You Can Trust

Whether it's decades off or looming around the corner, now is the best time for retirement planning. When you're dealing with any aspect of your personal financial health,

you want to get trustworthy advice without the complicated terms and confusing jargon. 

You want the piece of mind that comes from dealing with professionals who take the time to learn about your situation and goals, to provide you with sound recommendations and the resources you need to make an informed decision.

You don't need to be wealthy to see a financial planner, with Arrow, Focus on Wealth the first chat's on us and that means the initial meeting , where you explain your situation and goals is fee free.

You only pay when you actually have us do something for you and the fees are discussed upfront and based on what we actually do for you, so the only cost to you for the first meeting is your time.

While we work with clients who are 10 years or more from retirement (aged 35 to 50), it's never too late (or too early) to start planning.

The key to retirement planning is looking at what you would like to retire with and to work backwards from that.

Other factors to take into consideration include:

  • Assets - What you have in terms of properties, savings and investments.
  • Superannuation Fund - How much is in it and when you can get access to it.
  • Planning on retiring early? - Get sound retirement planning advice to retire when you want to, not when you have to.

Our retirement advice is multifaceted and takes into account a number of factors. These include diversifying your investments to ensure they outpace inflation and reviewing spending habits.

With superannuation laws changing often (with the introduction of transfer balance caps, removal of tax exemptions and cuts in concessional contributions caps to name just a few)

you also need to make sure that your retirement planning is reviewed when necessary, taking these changes into account.

If you're not sure where to begin, then don't worry. We'll start by working out your ideal retirement income and age. Then we help you translate this goal into various steps that you can work towards achieving on a yearly and monthly basis.

Your information is safe as the planner has a fiscal duty of non-disclosure.

If and when you commission us to do something for you, we'll ask you to sign release documents to share your information with any other relevant parties.

Having the retirement you want is too important to leave to chance. You need a solid plan in place.

Arrow works with individuals and couples to create that plan to meet your financial needs, goals, dreams and objectives.

Whether you're just getting started or planning on retiring soon, you'll find our Financial Planner, Steve Culpitt gives knowledgeable yet simple advice.

For the past three decades, we've been offering retirement planning advice to people just like you. We are a proudly an Australian,family-run business based in on the Gold Coast in Mudgeeraba, Queensland and we use tailored strategic solutions.

We understand how challenging it can be to get no nonsense, straightforward advice on how to maintain your current lifestyle,

accumulate wealth and create financial safety nets.

It's why we offer you the chance to meet with us to have all your questions answered and you only pay a fee when you decide to formally engage us with our services.

To take us up on our completely free consultation offering, simply fill in our contact form or call us on (07)55 303 500.

When can I retire?

Book a free meeting with us today to find out!

 

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General Advice Warning:
The information contained on this website has been provided as general advice only. The contents have been prepared without taking account of your objectives, financial situation or needs. You should, before you make any decision regarding any information, strategies or products mentioned on this website, consult your own financial advisor to consider whether that is appropriate having regard to your own objectives, financial situation and needs.
Whilst Arrow Focus on Wealth Pty Ltd is of the view the contents of this website is based on information which is believed to be reliable, its accuracy and completeness are not guaranteed and no warranty of accuracy or reliability is given or implied and no responsibility for any loss or damage arising in any way for any representation, act or omission is accepted by Arrow Focus on Wealth Pty Ltd or GPS Wealth Ltd or any officer, agent or employee of Arrow Focus on Wealth Pty Ltd or GPS Wealth Ltd.
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