Pre-Retirement

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It’s now time to think about how you can maximise your retirement savings, in particular, your superannuation accumulation. You have been building your superannuation for a long time, so you need to be sure you’re getting the most from your fund.

We can help you address questions like “will we have enough money to retire on?” and “how long will it last ?”.  Together with quality financial advice from your GTM Financial Solutions adviser, you can explore the possibilities, avoid expensive mistakes and make the right choices that will provide you with the peace of mind you deserve.
Things we consider when giving advice:

  • Your existing income
  • Lifestyle expenditure requirements
  • Your current assets
  • Any existing debt
  • Desired age of retirement
  • How much money is needed to meet your needs?
  • Estate planning – ensure your estate goes where you wish and in a tax effective manner.

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GTM Financial Pty Ltd ABN 98 088 101 017, Corporate Authorised Representative of Matrix Planning Solutions Limited ABN 45 087 470 200, AFSL & ACL No. 238256. Registered address Level 14, 20 Bond Street, SYDNEY NSW 2000

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