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RETIREMENT PLANNING

Why you need to create a long-life retirement income


RETIREMENT PLANNING

When you leave your job, you will receive a number of different payments. How you use those payments could have a significant impact on your financial security and your lifestyle... now and in the future.

We can design a plan that will help you to make the most of those payments. The plan will show you how to generate competitive investment returns, maintain a secure income in retirement, minimise tax and qualify for social security benefits (if appropriate).

Why you need to create a long-life retirement income

More Australians are realising the need to create a regular, long-lasting income stream to fund their retirement.
The Government has progressively introduced a series of legislative reforms designed to change the way we invest our retirement savings. By providing incentives in the form of tax concessions and social security benefits, the Government has made investments that produce regular, long-term income streams significantly more attractive.

These changes have created some genuine incentives for investing a portion of your capital in long term income stream investments - such as allocated pensions, immediate annuities and superannuation pensions.
Our financial planners can guide you through the various options and strategies to help you make the most out of your retirement money using income stream investments

Areas of Advice

  • Debentures, stocks or bonds issued or proposed to be issued by a government
  • Deposit and Payment Products
  • Interests in Managed Investment Schemes including Investor Directed Portfolio Services
  • Life Products
  • Retirement Savings Accounts ("RSA") products
  • Securities (advice and services are provided through a Stockbroker)
  • Self Managed Superannuation Funds
  • Superannuation

Adviser Profile

Financiallink logoStrategic Wealth Group Pty Ltd is a corporate authorised representative of Financial Link Group Pty Ltd

OUR CONTACT DETAILS

Neville Ortega

(07) 55 279291

0419 599 540

This email address is being protected from spambots. You need JavaScript enabled to view it.

Strategic Wealth Group

Level, 15 The Corporate Centre, Bundall

(07) 55 279291

admin@strategicwealthgroup.com.au

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