Individual Services

Retirement Planning

Whether you are retired, close to retirement or retirement is still some time away proper planning is essential for all Australians.

Ask yourself these questions:Do I know how much money I need to live a comfortable retirement?Do I know the best way to fund my retirement?Is retirement too far off to start worrying now?What is salary sacrifice?When can I access my super?What are my options when I retire?Will I pay tax on my super if I take a lump sum?What are the different types of income streams I can access in retirement?I've already retired and I’m just living off what I’ve managed to save. Will this money run out or can I change my strategy even now?

If you don’t know the answers to these or other questions then you could well be on your way to a financially difficult retirement (or you may already be there!). Your future doesn’t have to sound so gloomy if you take action now.

Bob Reus & Co offer valuable advice to help you with: Superannuation strategiesRetirement income stream strategiesEstate planningCentrelink strategies

For Retirement Planning Solutions please call our friendly reception on (02) 9548 1399 or use our online contact form.

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