Retirees

Online Financial Health Check

Invest in your financial future with our comprehensive 60-minute online sessions, designed to provide tailored insights and strategies for your financial journey. For just $300 plus GST, you'll receive expert guidance on budgeting, cash flow management, debt repayment, and more. From our sessions, you’ll walk away with a personalised Three-Step Action Plan. Plus, as a token of appreciation, you'll be reimbursed $50 after leaving a review on Google.

Book your session instantly and take the first step toward financial clarity and confidence!

Retirement Ready: select your topics

As you transition into retirement, it’s essential to ensure your financial strategy aligns with your new lifestyle and goals. This comprehensive session is designed to empower retirees with the knowledge and tools needed to confidently manage their finances during this rewarding stage of life. You’ll gain insights into optimising your income, planning for healthcare, and leaving a lasting legacy, all tailored to help you achieve peace of mind in your retirement years.

To help build your Three-Step Action Plan from our meeting we will discuss the following:

1. Retirement Income Planning:
   Discover the various sources of retirement income, such as pensions, social security, and investment portfolios. Learn strategies to maximise these income streams for financial security.

2. Budgeting for Retirement:
   Understand how to create a flexible retirement budget that accommodates lifestyle changes and unexpected expenses. Explore tools and techniques to track and manage your spending effectively.

3. Investment Strategies:
   Delve into the principles of asset allocation and diversification, tailored for retirees. Learn how to balance risk and reward to protect your nest egg while still pursuing growth.

4. Tax Efficiency:
   Gain insights into minimising tax liabilities on your retirement income. Explore strategies for withdrawing funds from various accounts in the most tax-efficient manner.

5. Estate Planning:
   Understand the essential components of estate planning, including wills, trusts, and powers of attorney. Learn how to ensure your financial and healthcare wishes are respected and executed.

6. Healthcare and Insurance:
   Discuss the complexities of healthcare in retirement. Explore options such as Medicare, supplemental insurance, and long-term care coverage to safeguard your health and finances.

7. Legacy Planning:
   Examine ways to leave a financial legacy for your loved ones and the community. Explore gifting strategies, charitable contributions, and how to ensure your values are reflected in your legacy.