Retirement
Planning
Retirement is a time for following your passions. Let us help guide your finances so you can focus on enjoying life after work.
Have you thought about how you'll spend your retirement? Long lunches with friends, leisurely trips through the countryside, enjoying overseas holidays? While you might feel emotionally ready to retire, you'll want to ensure you are financially prepared. Whether you plan to continue working in the short term, transition into retirement soon, or plan to retire now, Prosperity Wealth + Advice can help you prepare for life after work.
Forecasting
Calculating an accurate retirement forecast helps you understand your likely retirement outcome, giving you a clear picture of life after work.
Let us inform and educate your decisions to maximise your savings now to ensure they last into the future.
Retirement Savings
The investments from your retirement savings should provide a premium mix of accessible return and capital stability. We can guide how and when to maximise these savings and fund the lifestyle you want.
Financial Structuring
Structuring your finances in readiness for retirement can diversify your options and save you money. By reorganising your financial affairs strategically and efficiently, we can minimise your income and superannuation tax.
Wealth Preservation
Divorces or parent separations can be a stressful time for families, both emotionally and financially. By implementing a considered wealth preservation and family planning structure, you can minimise tax and ensure beloved assets remain in the family.
Self-Managed Super Fund (SMSF)
Are you looking to improve the performance of your Self Managed Super Fund (SMSF)? Let us help ease the burden of investment choice and tedious administration with our SMSF expertise.
Aged Care Planning
Deciding to move into aged care or assisted living can be an emotional time for loved ones. Ensure any unforeseen costs do not burden you or your family by planning your care in advance.