Overview

Retirement

Retirement (abundance)

Your wealth creation journey changes into one of wealth preservation as you stop working and look to enjoy your twilight years, funded by the wealth you have built through the years. It is likely you will seek to reduce the volatility of your portfolios and you will benefit from structuring your retirement income streams to minimise tax.

You may need help in this stage around:

  • Altering your asset allocation to reduce market volatility of your retirement asset base
  • Creating a tax effective income stream from your assets from which you can fund your ongoing living expenses
  • Understanding and maximising the government benefits you are entitled to

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