Making the transition into retirement can be a complex process, building a secure financial future requires careful planning, and when it comes to thinking about how you will spend your years beyond your working life few things could be more important than making the right plans now to ensure your retirement years are as enjoyable as you imagine.
At Kofkin Bond & Co, we recognise that most Australians aim for a financially secure retirement, allowing them to pursue their interests. However, many people undervalue just how much money they’ll need to fund their retirement years especially if they have become accustomed to a certain quality of life during their working lives.
The key to achieving these goals is to start planning appropriately before the time arrives. Our planners can help you with:
While all the above strategies are great building blocks to construct your finances in retirement, it is important to remember that everyone is different.
There are many reasons why a person may choose a specific insurance policy.read more details
As we develop an investment strategy, understanding what our clients would expect from an investment would always come ...read more details
A Will can help ensure the assets that form part of your estate get distributed according to your wishes.read more details
Retirement Advice & Planning
Making the transition into retirement can be a complex process, building a secure financial future...read more details