You may be thinking:
“ Although they’ve grown, the kids still need financial assistance at times. Life is more expensive these days. How can
I afford to help and still plan for retirement?”
“ I love my kids but glad they’re on their own now! What’s the best way to financially plan for the things we want to do
now that they’ve moved out?”
“ I really need to start thinking about what should happen with the assets I’ve accumulated over the years if I wasn’t
“ What is “Transition to Retirement”? I’ve heard about this strategy and I’m wondering if I should be doing it.”
The kids may have moved out, or maybe you’re downsizing to that new unit to enjoy a different lifestyle. More opportunities can become available, and now is the time to relax a little and focus on you again – plan for your future.
Whether you’re looking to make big changes or simply create a better work/life balance (like “transitioning to retirement”), talking to a financial adviser at John Alam & Partners can help you make it happen. It’s about balance and control, and your financial adviser is your guide to helping you maximise super and investments, SMSFs, taxation planning and any debt you may have. If you’re looking to protect your loved ones and assets, they can also help you choose the insurance and estate planning options that work for you and adjust your plan as needed over time.
In the years leading up to retirement, there’s a lot more to consider and John Alam & Partners can help optimise your goals and strategy.
Your financial strength depends on the right partnership. If you would like to know more about how you can plan for the financial future you want, talk to a financial adviser at John Alam & Partners. We can tailor an appropriate strategy to suit your individual circumstances.
Call us on (02) 9520 4433 or email firstname.lastname@example.org for further information or to make an appointment.
This document contains general advice. It does not take account of your objectives, financial situation or needs. You should consider talking to a financial adviser before making a financial decision. This document has been prepared by Count Financial Limited ABN 19 001 974 625, AFSL 227232, (Count) a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. ‘Count’ and Count Wealth Accountants® are trading names of Count. Count advisers are authorised representatives of Count. Information in this document is based on current regulatory requirements and laws, as at 15 October 2015 which may be subject to change. While care has been taken in the preparation of this document, no liability is accepted by Count, its related entities, agents and employees for any loss arising from reliance on this document. 21812/1015