Already retired


Already retired

Already retired

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.



Here we look at how you can maximise your income in retirement



 


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.


Already retired, enjoying A Game Golf


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.  


Alternatively send us a message or simply book an appointment now with one of our qualified financial planners on our online booking service at a mutually acceptable time.



Copyright © FinancialPartners Blog  All Rights Reserved


Feel free to copy and share this but include the entire article and reference back to this site thanks.

FinancialPartners (Tas) Pty Ltd ABN 26 160 284 739 is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited ABN 89 051 208 327 Australian Financial Services Licence 232706 and Australian Credit Licence 232706.


‘This blog post contains information that is general in nature. It does not not take into account the objectives, financial situation or needs of any particular person.  Because of this, before acting on any advice, you need to consider your financial situation and needs before making any decisions based on this information.


 You should consult a financial planner to consider how appropriate the advice is to your objectives, financial situation and needs.

 If you decide to purchase or vary a financial product, your financial adviser, AMP Financial Planning and other companies within the AMP Group may receive fees and other benefits. The fees will be a dollar amount and/ or a percentage of either the premium you pay or the value of your investment. Please contact us if you want more information.


Already retired





Comments are closed

  • Just a small sample of some of our previous blog posts

    • Government pulls back on proposed changes to super
      Government pulls back on proposed changes to super The government has made significant changes to several of its plans around super reform. The government has announced changes to three key 2016 Federal Budget proposals—the most ......
    • Is it time to stop playing the property waiting game?
      Is it time to stop playing the property waiting game? Reader Shafiq Akbari asks Dr Shane Oliver about his thoughts on this. What advice would you give first home buyers playing the waiting game with the property market? Is it a case of ......
    • Is it better to buy an investment property or home first?
      Is it better to buy an investment property or home first? There’s a lot to consider when making such an important purchase, especially for the first time. Have you been saving up for a long time and finally feel ready to get into the ......
    • Sending more to the tax office than you should?
      Sending more to the tax office than you should? Can you keep more money for yourself and work towards being better off from 2017? As the year-end fast approaches, it’s a good time to think about how you can start working towards being ......
    • Estate planning and why you need a super plan
      Estate planning and why you need a super plan When it comes to passing-on your super money, you need to put specific plans in place so the right people end up with it when the time comes. You’d probably rather be doing something other than ......