RETIREMENT PLANNING

Retirement should be all about having the time to enjoy the things that you have worked hard to create.

Whether you’re dreaming of something big like the ultimate world tour, uncovering a passion for a new hobby or something as simple as spending time with your family, you can start planning today for your ideal retirement.
 

The transition from working to retirement can be a daunting and complex one depending upon your individual financial and personal circumstances. To seek professional advice ensures that your transition is a smooth and rewarding one.
 

Our Retirement specialists have expertly assisted clients transition from their typical working environment to a lifestyle with more choice, having the options to spend more time focusing on what’s important to them.
 

Our clients understand the importance of getting the best advice they can. Whether that advice relates to issues like; Capital Gains Tax minimisation (resulting from the sale of a small business or investment property), boosting their superannuation via salary sacrifice or a ‘Transition to Retirement’ strategy, the pro’s and con’s of Self Managed Superannuation, maximising Centrelink benefits or even the wonderful benefits available from fully franked Australian share dividends.
 

At Assurity Financial Planning we understand the value of investing in a tax effective environment to maximise your retirement funds.
 

For anyone approaching retirement, one of the key areas is to organise your affairs to minimise your tax liability. Assurity Financial Planning are often able to recommend strategies which may result in nil tax being payable by our clients.
 

You also have a range of choices as to how you can invest your money. This may be cash (ie a term deposit), property, bonds, shares or a diversified mixture of all of these. Our financial advisers will work closely with you to identify your specific circumstances and aspirations and devise an optimal solution that will work best for you.

© 2017 by Assurity Financial Planning Pty Ltd

Assurity Financial Planning Pty Ltd ABN 80 129 171 624 (authorised representative number 1251792) T/A Assurity Financial Planning

is an authorised representatives of Mont Partners Pty Ltd ABN 33 627 827 776 Australian Financial Services Licensee number 511061.  Registered office 106 Burswood Road, Burswood, WA, 6100