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3/3/2018

Retirement Planning - Hello Wealth

(http://hellowealth.com.au/)

Retirement Planning

This means that some Australians will spend more time in retirement than in the work force. You’ll need money to fund your retirement – and a fair bit of it. The good news is that there are actions you can take while you are working, as you are easing into your retirement and when you are fully retired that may assist you to reach your retirement savings goals and help make your money last you through retirement.

Transitioning into retirement You no longer have to retire on the day you turn 65. The day you stop working is now in your hands. By using a Transition To Retirement strategy you can take control of your retirement date, prolong your retirement or use it to turn a redundancy into a time of opportunity.

Managing your retirement Reaching your retirement is a significant milestone, and it’s important you live the life you want to. There are still many ways to make the most of this stage of your life and you might have a few questions. Where should I invest my money? Should you leave it in super or start an income stream? Take the annuity or pension? How good are Retirement savings accounts? Make your money last Do you have the right asset mix? And have you structured your finances to maximise government benefits? And what’s the best way to manage your debt? Do I pay tax in retirement? It depends on how the money went into your super, how you take money out and how old you are. We look at ways to minimise the tax impact. How much can I withdraw from super? What are the minimums and maximums you need to be aware of. Preparing for residential care. Looking for aged care can be difficult and there’s lots to consider. Being aware means being prepared. Estate planning. Good estate planning isn’t just about making a will. It’s a good way to take stock of your finances. Read more (/services/estate-planning/) For retirement planning advice in Newport contact Hello Wealth on 0499 932 584.

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Retirement Planning - Hello Wealth

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IMPORTANT INFORMATION Devakumar Pty Ltd, [ACN 619 960 584], trading as Hello Wealth, is an Authorised Representative of AMP Financial Planning Pty Limited (Australian Financial Services Licence No. 232706) General Advice Warning Any advice contained in this website is of a general nature only and does not take into account the objectives, financial situation or needs of any particular person. Therefore, before making any decision, you should consider the appropriateness of the advice in regard to those matters. Links to external websites These links have been provided with permission for information purposes only and will take you to external websites, which are not connected to Hello Wealth in any way. Note: Hello Wealth does not endorse and is not responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page. Our Client Testimonials These clients have agreed to share their story. Everyone's situation is different, so their choices and outcomes will be different to yours. Consider your circumstances before deciding what's right for you.

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