Retirement Planning is the process of determining your retirement income goals and the steps needed to achieve these goals and retire with financial freedom. It is important to have a plan for the future so that you can support your lifestyle during your retirement. However it can be quite a difficult and time consuming task. Buckley’s Financial Protection are experts in planning for retirement and can help you get started today.
WHAT IS RETIREMENT PLANNING?
It is organising your financial plans in readiness for retirement and sets you on a path to reach your goals, and outlines what your future finances will look like when you retire.
Some aspects of retirement planning include:
• Superannuation: Retirement planning looks at your superannuation and helps you to understand fully what you can do with the money you have been saving during your working life.
• Transition: Transitioning into retirement is also a significantly important aspect of retirement planning. (the age group that is classified as transitioning into retirement is 55+*) Something that is often overlooked is the option to transition into retirement while saving on tax. This option can help maximise the money you use to support your retirement lifestyle.
Who is Retirement Planning for and what does it do for you?
If you are retired or are planning on retiring in the next 10 years, retirement planning is even more important for you.
Most people have plans for their retirement. You may have already thought about some lifestyle changes and how you will focus on enjoying the little things that are important to you in life. Planning for retirement helps you work towards your goals. If you don’t know what to do next, Retirement Planning helps you focus on your priorities and shows you how to take the required steps to achieve your retirement goals.
Buckley’s Financial Protection Retirement Planning service is also helpful for people who don’t have time to look at their retirement plans. Everyone has different goals and therefore it is important to start creating a retirement plan that is tailored for you. With a tailored plan you can make the most of your finances and we can help guide you through to this next step on your financial journey.
WHY BUCKLEY’S FINANCIAL PROTECTION?
We have spent the past 30 years helping people understand their finances so that they can live life to the fullest according to their lifestyle choices. We would like to help you live according to your lifestyle choices worry free. We have seen many changes in our industry over the past 30 years and have gained a wealth of knowledge which we would like to share with you so that you can spend your retirement doing the things you love.
Contact Buckley’s Financial Protection and speak with one of our experienced advisers today and let us guide you on your financial journey. We’re here to help you every step of the way.
*Please note that this is an indication only, based on average life stage. Contact one of our experienced advisors to learn more about retirement planning and what stage you are in regarding retirement.