Whether you are considering how to transition towards retirement, working part-time or permanent retirement, there are many interrelated issues for consideration. Some of these issues will include:
- Cashflow requirements
- Existing debts and repayment options
- Lump sum expenses
- Debt repayment
- Accumulated leave entitlements
- Tax planning options pre and post retirement
- Asset ownership and protection
- Estate Planning outcomes
We work with other professionals including tax and legal specialists to ensure that identified issues outside of our expertise can be addressed. Start a conversation today and plan for tomorrow in a considered and diligent manner.