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Can you retire at your desired retirement age and fund your living expense needs throughout the duration of your retirement?
Retirement Planning
Our Services
Retirement Planning Financial Advice
Planning for retirement is an exciting time and marks a significant milestone in your life. Seeking financial advice from a retirement planning financial advisor will help you take control of your retirement savings.
At Progressive Financial Solutions, we help you articulate your desired retirement age and your expenses needs throughout retirement. Our retirement planning tool clearly presents to you the feasibility of your retirement goals and the potentials for you throughout retirement.
We review your financial position, and use our expertise to put a plan in place to help you maximise your retirement funds up to retirement, and then to preserve your nest egg throughout your retirement, all while your financial position empowers you to enjoy your desired retirement lifestyle.
Thinking About Retirement?
When you begin to think about retirement, you may begin to consider the endless financial possibilities.
At Progressive Financial Solutions, our retirement planning financial advisor can help you articulate and achieve your retirement goals. We also help you manage your way through everchanging circumstances and needs throughout retirement.
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Based on your financial position, when are you able to retire, and what level of living expenses can you comfortably provide for?
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Can you afford to go on holidays, purchase cars, renovate your home?
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How much nest egg will you be able to leave for your estate?
Retirement Planning Considerations
At Progressive Financial Solutions, we believe that successful retirement planning comprises several factors. Whether you are already retired, preparing for retirement or a few years away from retirement, we consider the following:
- Strategic Advice : Superannuation contribution considerations, structuring your funds in the most tax-effective environment prior to and during retirement and commencing a retirement income stream.
- Growing and Preserving Wealth: Creating an Investment Plan for your funds to maximise returns in line with your risk tolerance.
- Cashflow: Managing your Pre-Retirement and Retirement Cashflow.
- Social Security: Maximising your Centrelink entitlements throughout retirement.
- Estate Planning: How you would like your benefits to be paid at death and minimising tax when passing benefits to non-dependant beneficiaries.
Start Planning for Retirement
Our initial consultations are complimentary, and in your first meeting with us, we gain an understanding of you, your personal and financial position and unique goals and objectives. We also encourage you to ask us questions, about our company and culture, to ensure we are the right financial partner for you.