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RETIREMENT

Retirement should be one of the most exciting times of your life. You’ve worked hard and it’s time to enjoy the fruits of your labour. So how much do you need to survive?

This is an important question, but it’s not as important as ‘how much do I spend now?’.

Pre-retirees are one of the most common customers of our ‘cash flow’ service. It is imperative that people planning their retirement do some work to establish their cost of living and what other goals they have for retirement.

Once we work out your spending habits, your retirement plans and goals, it’s easy to formulate how much money you’ll need to enjoy life on a passive income.

When your employment income is gone, you’ll need a pool of assets to draw on and superannuation is a big one for most people.

The balance between running your investments through your superannuation for taxation benefits and maximising your Centrelink entitlements can be tricky.

With the Government-assisted pension age getting further and further away there is more emphasis on people being able to stand on their own two feet.

And if you’re planning on retiring before you’re 60, you’ll need a plan for how to get across the gap to when you can access your superannuation entitlements and Centrelink.

RETIREMENT

Retirement should be one of the most exciting times of your life. You’ve worked hard and it’s time to enjoy the fruits of your labour. So how much do you need to survive?

This is an important question, but it’s not as important as “how much do I spend now?”.

Pre-retirees are one of the most common customers of our ‘cash flow’ service. It is imperative that people planning their retirement do some work to establish their cost of living and what other goals they have for retirement.

Once we work out your spending habits, your retirement plans and goals, it’s easy to formulate how much money you’ll need to enjoy life on a passive income.

When your employment income is gone, you’ll need a pool of assets to draw on and superannuation is a big one for most people.

The balance between running your investments through your superannuation for taxation benefits and maximising your Centrelink entitlements can be tricky.

With the Government-assisted pension age getting further and further away there is more emphasis on people being able to stand on their own two feet.

And if you’re planning on retiring before you’re 60, you’ll need a plan for how to get across the gap to when you can access your superannuation entitlements and Centrelink.

WANT TO PUT YOURSELF IN THE BEST POSITION TO RETIRE?

CONTACT US

WHY CHOOSE US

You can trust Fennell West to work in partnership with you to achieve your financial goals.

EXPERTISE

Our experience, knowledge and passion ensures clients get the most up-to-date and accurate advice to help set them up for retirement.

TRUST

Trust, discretion and understanding are at the heart of everything we do at Fennell West as we work in partnership with our valued clients.

RESULTS

Fennell West has a proven record of delivering life-changing results to people wanting to take control of their financial future and reap the benefits.

WHY CHOOSE US

You can trust Fennell West to work in partnership with you to achieve your financial goals.

EXPERTISE

Our experience, knowledge and passion ensures clients get the most up-to-date and accurate advice to help set them up for retirement.

RESULTS

Trust, discretion and understanding are at the heart of everything we do at Fennell West as we work in partnership with our valued clients.

SUBHEADING

Fennell West has a proven record of delivering life-changing results to people wanting to take control of their financial future and reap the benefits.

OTHER FINANCIAL SERVICES

We work with lots of clients who know they want to take steps towards wealth creation but don’t know where to start.

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Family and asset protection is a complex area that requires attention and planning as part of your overall financial strategy. Don’t leave it too late.

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Fennell West can guide you with your superannuation investments, ensuring adequate retirement planning. Contact us today on 5777 3355.

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When we talk about debt, we predominately talk about setting up efficient ways to manage your mortgage. We help people weigh up the best way to borrow.

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There’s more to estate planning than wills and superannuation beneficiaries. It’s about your financial legacy and what you want to achieve.

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At Fennell West, we hate putting people on a ‘budget’ – we prefer to talk to our clients about their cash flow and where their money has gone.

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Did you know that with the recent reforms to aged care, you may be up for $350,000 to enter an aged care facility, if and when the time comes?

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