Planning to Retire Sydney
Retire from Work, not from Life
Recent trends suggest that Australians are working longer, planning to retire later; and the majority of those leaving the workforce are only expected to live out the rest of their days experiencing a decline in their standard of living due to inadequate savings earmarked for retirement.
If you are planning to retire in Sydney or elsewhere, professional advice at this time of your life is crucial with the ever changing legislative environment making it difficult to keep abreast of regular changes particularly in the areas of tax and superannuation.
At Econ Financial Services (EFS) we provide a specialist service to the retirement segment of our client base and work together with them to tailor an appropriate, individual retirement solution.
Scenario
Tony and Jane are both 64 years old and planning to retire in Sydney. They own their own home and they together have $400,000.00 in their superannuation. They are excited about enjoying the next stage in their life together but are worried that they will not have enough to live on for the rest of their lives. Do they have enough? What can they do to achieve a comfortable retirement?
Whether you are approaching retirement or have already retired, EFS can guide you towards the most effective solutions to help you achieve your goals and objectives.
