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

I met Cindell in 2015 during a very challenging time in my life. As a result of Cindell’s kind and caring professionalism, her sincere willingness to generously share her time, her considerable knowledge and expertise, and her competent, proactive and trustworthy advice, I am in a much better financial position. Above all else, Cindell truly listened, developing an excellent understanding and appreciation of my unique circumstances, my fears, my nature and my goals. She sensitively thought through my situation, for now and for the future, specifically tailoring her recommendations, taking into consideration current and anticipated issues that might affect me. Well supported by her wonderful team, Cindell consistently delivers prompt, exemplary service. I have every confidence in and deepest respect for Cindell and highly recommend her, without reservation.

MG, Dunsborough

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