Retirement-planning

Retirement planning

Thanks to our high standard of living and medical advances, Australians are living longer than ever before. Are you financially prepared to live a comfortable life after you’ve retired?

When we develop your financial plan, we conduct in-depth analysis to learn about you and understand your current situation and goals so we can present you with the most appropriate options to suit you in retirement.

We can discuss your ideal retirement lifestyle and when you’d like to stop working. We can also help you work out how much income you might need in retirement and gain an understanding of the types of investments and risks you are comfortable with.

Whether you are approaching retirement or still a few years away, it’s important that you understand all of the options available to suit you and your ideal retirement such as:

  • Transition to retirement strategies
  • Boosting your super
  • Insurance requirements
  • Tax-effective super strategies
  • Estate planning.

Speak to us to find out more

A financial adviser from Cape Financial Planning Pty Ltd can help you make sure you are as ready as you can be so you are able to look forward to your retirement.

To find out how we can help you plan a successful retirement, please call 08 9751 2022 or email us.

Important Information

The information on this web page has been prepared by Cape Financial Planning Pty Ltd, an Authorised Representative of Financial Wisdom Limited ABN 70 006 646 108, AFSL 231138, which is a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124.

While care has been taken in the preparation of this web page, no liability is accepted by Financial Wisdom, its related entities, agents and employees for any loss arising from reliance on the information contained in the web page.

This web page may contain general advice. It does not take account of your individual objectives, financial situation or needs. You should consider talking to a financial adviser before making a financial decision.

Make an appointment with an adviser today

Unit 2
12 Prince Street
Busselton, WA, 6280

Phone: 08 9751 2022
or email us

We have known Cindell and been receiving financial advice from her for about 6-7 years now. Cindell has helped us enormously transition from a working life into retirement. Cindell has also helped us successfully enter the Centrelink field with timely and spot-on advice. As we approach age pension age we know we can again rely on her to navigate us through this stage in an easeful and beneficial way. Cindell has gathered a professional, well informed and friendly office team to support her, they are always welcoming and a pleasure to deal with.

Lorraine & John Reeves

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