You may be thinking:
“ 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.
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