Retirement planning
To retire comfortably you need to save 15% of your income in an investment such as superannuation for 40 years! That's the expert view and it shocks many people.
It's not too late to catch up but your retirement planning strategy may need to be outside the square, driven by an intimate knowledge of taxes, investment vehicles and structures.
Expert help is bound to assist you achieve a better outcome than simply doing nothing. The earlier you start your retirement planning the better.
The retirement plan we create together should give you the best opportunity to retire stress-free from financial concerns.
The game plan should be to build up your retirement sum and set up a solid plan to ensure your nest egg keeps providing for you in retirement.
At Switzer Financial Services our retirement planning process we will help you answer the big questions in relation to your retirement such as:
- where should my money be invested?
- how much superannuation will I need to build up?
- what other investments do I need to make?
- is my retirement planning strategy tax smart?
- what is the financial game plan before and after retirement?
- how do I get the social security entitlements while minimising tax?
- how do I protect myself from running out of money in retirement?
