When Planning Pays Off

Where good planning pays off (65+)

Hooray, you made it. The kids now have kids of their own.  You have said goodbye to your work colleagues and are now busier than ever. You are making plans for, or already on, that trip around Australia or that overseas holiday.  Who would have thought that retirement would be so busy?

Your concerns turn even more to your mum and dad (if they are still with us) or to your own health and wellness; keeping healthy through retirement is now more critical than ever, as is funding your lifestyle.  The issue of what to do with your house and assets when you pass away and how your partner will be looked after when you're gone become key concerns.

Helping your children achieve their goals and dreams may also be necessary during this time. Whatever stage of life you are at, good financial advice can assist you in remaining focused on the important issues and ensure that you can continue to live the lifestyle you want and deserve, no matter how old you are.