Retirement: 65+

Lifestyle during retirement

You have made it. You now have the time to indulge in hobbies, travel, enjoy your family and prepare for transferring your wealth. Types of financial planning advice you may require:

  • How do I generate a tax free income in retirement?
  • How do I invest my retirement savings so they will last out my retirement years?
  • How do I structure my affairs to pass my estate to the family in a tax effective manner?
  • What do I do with an inheritance?
  • Will I have access to the Centrelink Age Pension?
  • Can I gift assets to my family?
  • Should I start planning for aged care?