No matter how much money is held within investments or superannuation people like to understand the relativity of their financial position before they give up a good job or cut back their work hours.
The questions which are frequently asked are:
• How much is enough?
• What do people in my position normally spend?
• How much do I need later on to fund their health, holidays and living?
• What is the best way to structure my money now so I don’t have to rely on the Government aged pension?
• What makes for a successful transition from full time work?
These are all great questions and they often relate to financial matters as well as personal preferences.
With more than 20 years of experience in helping people make good financial decisions we have a detailed understanding of the issues to work through so you can confidently make the change you have always wanted to make. One of the best keys to financial success is planning ahead and not waiting until the last minute. If you would like to talk through your plan give us a call for an initial conversation.