Retirement Advice & Planning

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:

  • Transition to Retirement – where you have reached preservation age and would like to scale back your working hours without impacting your income and living standards or if you continue to work full time you may be able to reduce your tax, therefore increasing savings.
  • Retirement – utilising your superannuation savings to establish an appropriate tax effective investment portfolio to fund your income requirements once you have made the decision to retire.
  • Centrelink – combining any investment and superannuation savings to compliment and maximise potential Centrelink entitlements.
  • Estate Planning – ensure things are for your assets and income streams for family members over the long term.

While all the above strategies are great building blocks to construct your finances in retirement, it is important to remember that everyone is different.

Financial Advice and Wealth Management Services

Insurance

There are many reasons why a person may choose a specific insurance policy.

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Wealth Management

As we develop an investment strategy, understanding what our clients would expect from an investment would always come ...

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Estate Planning

A Will can help ensure the assets that form part of your estate get distributed according to your wishes.

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Retirement Advice & Planning

Making the transition into retirement can be a complex process, building a secure financial future...

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