Having a well-structured foundation for your retirement before leaving the workforce is fundamental to having a long and happy retirement. Similarly, a strong financial position is key to you enjoying the choices that a comfortable lifestyle can bring.
Our goal is to work with you to ensure we develop a strategy that allows you to live comfortably during the transition into your retirement and throughout your retirement. We aim to maximise opportunities to build wealth for retirement to ensure you have the stability and financial confidence during your retirement.
At Silver Private Wealth we have the skills and expertise to enable you to feel safe that you’ve made the right decisions and that you can look forward with confidence to preserving and building your wealth over the years.
Together, we’ll work through how to arrange the money you do have, to create a plan to help you:
- Achieve a balance between day-to-day spending and your long-term needs
- Provide a consistent ongoing income stream to match your retirement expenses
- Access any benefits you may be entitled to; including Centrelink
- Consider how a change in your financial arrangements may be appropriate once you’ve retired
- Consider how your home may fit into your retirement plans.
We look forward to helping you create a plan that covers all the financial aspects of building wealth for your next chapter.