Retirement planning

What's your vision of retirement? Whether it's travelling around Australia or overseas, having time to pursue your favourite hobbies or spending more time with your loved ones, how are you going to pay for it?

The answer?  You need to start planning well before you make the decision to leave work. Don't leave your planning too close to your departure from full time work because, without time on your side, your retirement options become much narrower.

Factors to consider when planning for retirement

If you are planning to retire some of the things you may need to consider include:

  • how much superannuation is enough to fund your retirement lifestyle
  • taking a super pension
  • whether you are entitled to the Age Pension
  • making superannuation contributions while receiving a pension from your super fund
  • estate planning
  • looking after your family

To learn more about retirement, take a look at our range of helpful guides and tools.

How we can help you

Regardless of how much you need, it's important to start planning early to ensure you have enough to do the things you want in retirement. At Shadforth, we can help you develop strategies that are appropriate for your circumstances and create the necessary wealth targets you require so you can live your retirement dream. Contact us today and let's discuss how we can help you.

Educational guides