At least five years before retiring, we assess the viability of various superannuation strategies to maximise your investment and income in retirement. We also look at your other investments, and when, or if, you should sell.
This is the time you need income to do all the things you’ve been dreaming of. We look at the most appropriate investments and income stream to meet your needs, from a regular income to lump sum drawdowns. We also assess your eligibility for Centrelink entitlements to supplement your income.
If you haven’t spent your kids’ inheritance, you might want to leave something for them to remember you by? Estate planning is about more than just making a Will. You also need to have Powers of Attorney in place so that, should you lose capacity, your trusted attorney will carry out your wishes.
Find out how RFS can help you reach your goals to Spend & Enjoy in the future.
For more information fill out the form below or contact us on (03) 9410 9260