Enjoying Retirement

You are enjoying life after work and all the opportunities that this exciting time in your life presents. At this time in your life you want to know you are going to have the finances to support your adventures and perhaps even leave a legacy so you can share your wealth now and in the future.

We can help you:

  • Identify how long your money will last by looking at your income and assets and how they are structured
  • Identify if your finances are structured to maximise government benefits
  • Look at ways to minimise any tax you pay in retirement
  • Recommend superannuation income stream strategies including annuities and pensions
  • Provide estate planning recommendations so your money goes to the right people at the right time
  • Advise on aged care financial strategies including financial structures to maximise government benefits and estate planning considerations

Please contact Money Box Financial Planning on 1300 660 545 to discuss enjoying your retirement.

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As part of our continuing commitment to client service, the maintenance of client confidentiality and as required by law, Financial Wisdom Limited complies with the Privacy Act 1988 and as a member of the Commonwealth Bank Group of companies conforms with the Group’s Privacy Policy. For further details please refer to the Group's Privacy Policy.

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