“ We’re ready for that round-the-world trip of a lifetime! But what is the best way to prepare our finances so we don’t
have to worry when we get back?” “ My grandchildren are so precious. I want to make sure they are looked after when I’m gone.” “ My family has hereditary conditions that might affect me … how can I be prepared for this and not sacrifice my
current retirement lifestyle?” “ I don’t understand what Centrelink offers me – am I missing out on any assistance I am entitled to?”
Retirement can be an exciting time – but you may be wondering how to fund that overseas holiday or be prepared to face any unexpected health concerns, now that your main source of income is from your investments.
Income, super, pensions, reverse mortgages, annuities, government allowances … so many options with so many possible outcomes. John Alam & Partners can help you understand how these can impact you and together you can then put strategies in place to make the most of your retirement years. You shouldn’t have to spend time worrying about your finances when you’ve worked hard to enjoy your retirement but you do need to make sure the money you have worked hard for lasts.
Your financial adviser at John Alam & Partners can also assist with aged care for you or your loved ones, and with your estate plan – because it’s important to ensure your family is supported financially when you are no longer around.
Whatever your goals are for retirement, John Alam & Partners can help you be ready for and enjoy the years ahead by protecting and maximising your assets.
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.