Retirees
You have worked hard over the course of your career and now is the time to step back and enjoy life.
Look forward to enjoying life more
It may be that you have decided to continue with part time work or have stopped working altogether and are looking forward to enjoying your leisure time. Whichever approach you choose you want to make sure you are financially secure and adequately protected.
Benefits
Have your financial affairs structured in an efficient and tax effective way in retirement
Enjoy doing the things you always dreamed of once you retire
Understand how long your money will last while you enjoy yourself in retirement
Have a plan for your estate to pass to your family on your death
What are your income stream options?
With increased life expectancy retirement now averages 20-30 years. By understanding how much you’re likely to spend each year of your retirement we can work with you to put a plan in place to make sure your savings last. Other factors to consider for the retirement phase of your life are the income stream options available to you, protecting your retirement savings, a plan to ensure your spouse is adequately provided for and estate planning. 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.