Pre-Retirees
Your family has matured, and your children have left home or started their own careers. You are looking forward to winding down and enjoying your retirement.
How prepared are you?
The risk of not having enough savings at retirement is one of the key concerns for retirees. It makes sense to make sure your current plan is right for you and will provide you with enough money to live comfortably for the rest of your life. Even if you’re not ready to retire, how prepared are you if retirement comes earlier than expected?
Benefits
Establishing a relationship with a financial planner in the years before your retirement will help you:
Build sufficient savings to enjoy your retirement
Remove the financial stress often associated with stopping your regular income
Feel confident as you enter retirement, with your affairs structured in an effective manner
Be able to enjoy life, rather than continually worry whether your money will run out
Questions you might consider…
Do you have enough money to retire?
What’s your financial position?
Do you know when you can access your super?
Have you seen a financial planner?
Getting a lot of small financial decisions right makes a big difference in the long run, at Fortress we work with you to put strategies in place to ensure you have the retirement you deserve and have the right financial protection in place. For more information on how Fortress Financial Planning can assist you with your financial planning needs please contact us on (07) 3018 0400
We Can Help You with…
Superannuation
Wealth Protection
Retirement Planning
Debt Management
Estate Planning
SMSF
Book your FREE initial appointment now
Let Fortress Planning make the process of transferring your UK pension to Australia as easy as possible.