“ 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
around …” “ 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.
JG & J.M Pty Ltd T/A John Alam & Partners Financial Advisers is an Authorised Representative of Count Financial Ltd ABN 19 001 974 625 AFSL No. 227232 which is 85% owned by CountPlus Limited ABN 111 26 990 832 (CountPlus) of Level 8, 1 Chifley Square, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 8, 1 Chifley Square, Sydney 2000 NSW. CountPlus is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial Ltd. The information on this web page is not advice and is intended to provide general information only. It does not take into account your individual needs, objectives or personal circumstances.