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TIME TO RETIRE
This is usually at the heart of every person's investment strategy. We save to meet future expenses and the biggest future expense for most of us is our own income in retirement. A respected fund manager, BT Australia, has given us some figures to use as a guide for a lifetime pension, using capital and income over average estimated life expectancy.
Current Income Retirement Income Funds Needed At 65
Current Income
Retirement Income
Funds Needed At 65
$35,000
$24,500
$391,192
$60,000
$42,000
$670,614
We assist you to prepare for retirement by showing you how to save as much as possible, using the best planning, investments and tax effective strategies. We also direct you on the sources of income in retirement, such as superannuation pensions and annuities, lump sums, employer packages and government pensions and allowances.
Information on this website is of a general nature only and does not take into account individual circumstances. Before acting on this information you should consider whether it is suitable to you having regard to your own circumstances and financial goals and objectives. We would be happy to assist you in this task. You should also obtain a copy of the applicable Product Disclosure Statement and carefully consider its contents before purchasing a financial product.
