Have you reached your retirement age yet you feel you’re not yet ready to give up work altogether? If you’re eligible for the Age Pension, the government offers incentives for working people to defer claiming it.
On the other hand, if you’ve independently funded your retirement, you may benefit from keeping track of, or restructuring, your finances so you can maximise any government entitlement.
Some questions you may wish to consider include:
I’ve already retired. Isn’t it just about living off what I’ve got now?
I have been retired for two years. Is it too late to change my financial arrangements?
Apart from social security benefits, are we eligible for anything else now we’ve retired?
Now we’ve retired should we move house?
How we can help? We can:
Monitor your investments and retirement income.
Provide regular updates about social security changes that might affect you.
Want to know more.
If you need help with personalised advice on financial planning, be it wealth strategies or protection for you or your family, or a need to discuss your present or future retirement options give us a call today on 03 6343 1007.
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