Retirees or Near Retirees

No matter where you are employed, the process leading up to and in Retirement, it is vital that planning start early and the management of the retirement process carefully laid out. The specific changes to the new super rules commencing 1 July 2017 have thrown a lot of people’s plans into disarray. Getting the numbers right, planning for the various risks in Retirement, e.g Inflation, market downturns, and making your funds last longer than you do, is an art as well as a science requiring a mixture of skills, but above all the assistance of someone with experience as well as a perspective of the long term machinations of markets and how to prepare for them.

More information specific to your superfund

We have experience of thousands in dealing with the following:

  • Maximising contributions
  • Maximising employer benefits
  • Some broad strategies we can employ if you work with us
  • Benefit options (pension/lump sums)
  • Redundancy
  • Invalidity
  • and more

Please submit the following form so we can send you a link to access information specific to your fund. You will also get exclusive access to our articles, newsletter, videos and more. 

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