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Retirement Planning

Retirement Planning

When we think about our retirement plans, “RETIREMENT” is a word that can conjure up all sorts of images and thoughts. So, what does it mean to you?

Generally it means different things to most people. For instance – holidaying on a tropical island. Or, spending more time with family such as the grandkids. Maybe even becoming a “Grey Warrior” and travelling the country at a leisurely pace in your own Winnebago.

For many, “No more work” is often the retirement dream foundation.

Planning for your retirement means preparing today for your future life so that you continue to meet all your goals and dreams independently.

Key Retirement FactorsTherefore, when setting your retirement goals, the process should include:

  • Estimating the amount of money you will need
  • Investing to grow your retirement savings.

Of course, there are further things to think about. To further elaborate on this, please watch this very short video.

For most retirees, superannuation will play an integral role in establishing the quality of your retirement lifestyle.

As such and as part of our planning process, our Team here at Wealth-IQ consider all possible scenarios and factors regarding your superannuation arrangements and their effect on your retirement plans. Hence, this should help to ensure that your retirement plans have a successful outcome.

Let’s explore your retirement goals a little further. It stands to reason that, when you decide on what you want out of “retirement life”, your goals must be financially realistic.

By this, we mean that the capacity of your finances to support your goals must be accounted for.

So, here are a few considerations for when  you’re planning your retirement:

Retirement Goals considerations.


What follows is a guide and some thoughts relating to your post-retirement plans.

Click on each topic below to gain further insights:

Now that you have had the opportunity to really think about your retirement plans going forward, it’s time to take action. This means contacting your Wealth-IQ adviser.

Accordingly, our advisers, who are highly qualified professionals, will work closely with you to determine which are the best retirement strategies for you.

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