Retire in Style – 5. SEQUENCING RISK

Retire in Style – 5. SEQUENCING RISK

As Financial Advisers, we talk a lot about risk, so what is sequencing risk? Let’s begin with an example… Wayne and Chris each contribute $20,000 per year to their superannuation funds for 10 years. They both earn an average return of 5% per annum, after tax and fees,...
Retire in Style – 4. Transition to Retirement Strategies

Retire in Style – 4. Transition to Retirement Strategies

4. Transition to Retirement Strategies If you’re nearing retirement age but don’t want to stop work entirely, another option might be to transition into retirement. For those over 60, Transition to Retirement (TTR) pensions are tax-free and TTR strategies can provide...
Retire in Style – 3. Super in your 50s

Retire in Style – 3. Super in your 50s

3. Super in your 50s… It’s time to push the pedal down! If 50 really is the new 40, then life has just begun. The kids are gaining independence or may have left home, and the mortgage could be a thing of the past. Bliss. But galloping towards you is…...
Retire in Style – 2. Put Strategies In Place

Retire in Style – 2. Put Strategies In Place

2. Put Strategies In Place to Give You Your Desired Result. The second part to retiring in style is developing strategies to deliver on your desired goals. This can involve all the different areas of financial planning to make sure you have everything covered and...

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