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Retirement Planning

Have you started planning for retirement yet? Whether its decades off or looming around the corner, you will need a solid plan in place and Arrow Focus on Wealth can help you to create that, even if you plan on retiring early.


While we work with clients who are 10 years or more from retirement (aged 50 to 55), it's never too late to start planning.


The key to planning for retirement is looking at what you would like to retire with and 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

Official Retirement Age - When you can apply for your age pension and your eligibility.


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. It also takes into account any entitlements, concessions and rates you might be eligible for.


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 plans are taking account with these changes.


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.


Don't wait another minute to get planning. Book your 100% free, no obligation, retirement planning meeting with Arrow today by calling us on (07)55 303 500 or emailing info@focusonwealth.com.au.

When can I retire?

Book a free meeting with us today to find out!

 

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Arrow Focus on Wealth Pty Ltd is a Corporate Authorised Representative (CAR) No. 270472 of GPS Wealth Ltd (GPS) , www.gpswealth.com.au , AFSL no. 254 544 and Australian Credit Licence no. 254 544, ABN 17 005 482 726 . For more information please refer to · Combined Financial Services and Credit Guide (FSG), GPS Privacy Policy , GPS Complaints Process
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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