Do you need help with financial planning for retirement?
The certified financial planners at Precision Wealth Management, on Brisbane’s northside, take the time to understand the lifestyle you want when you retire, and what your idea of success is.
We then work with you to develop tailored wealth creation strategies to ensure financial security and a comfortable retirement fund.
In this blog we:
- Explore how our professional advisors have helped a Brisbane couple, plus
- Explain key factors to keep in mind when retirement planning.
Case Study Financial Planning for Retirement
One North Brisbane couple, who are in their 60s and have adult children, came to the team at Precision Wealth Management to review their current investments and retirement planning strategy.
They were in a good position but not entirely ready to retire.
Their situation was more complicated than it needed to be and was incurring a lot of costs, limiting forward progress.
To significantly reduce their costs and taxes (which in turn achieves a much better return on investments), we recommended they:
- Wind up their SMSF and simplify their investments, and
- Commence a pension with their superannuation to supplement part-time employment income.
Retirement Planning Brisbane
The work our team has done has enabled this couple to focus more on enjoying life.
They are not only achieving much better investment outcomes with a simplified and lower cost structure, but they are also much happier with a less complicated and worry-free investment structure.
They are continuing to transition to retirement and recently bought a caravan (an upgrade from the camper trailer) and looking to travel more and more with that.
This is what they had to say in their 5 star Google review about working with our qualified financial planners:
Totally honest advice. Helpful & goes beyond to provide a service that matched my needs.
Planning for Retirement Australia
Our financial planning team can help you to build wealth and retire comfortably, and we believe the earlier you focus on saving for retirement, the better it will be.
We can help with:
- Cashflow Management Plans,
- Debt Reduction Plans,
- Non-superannuation Investment Strategies, and
- Super fund review including investment and contribution strategy.
Financial Planning for Retirement
If you’re ready to kick off or boost your retirement planning, talk to Precision Wealth Management today.
Precision Wealth Management is a local, privately-owned financial planning firm based on Brisbane’s northside.
Our certified advisors work with each individual client to determine the best wealth creation strategy based on their unique situation.
We strive to stay at the forefront of the industry, and our investment approach is based on decades of research.
Financial Planner Brisbane
Our services include Superannuation Advice And Planning, personal Insurance Advice, Budgeting And Cashflow Management, Investment Strategy And Advice, Aged Care Financial Advice, Retirement Planning Advice, and Debt Reduction Financial Planning.
At Precision Wealth Management, we offer flat fee pricing which is determined on the complexity of the work – not the value of your investments.