Retirement Planning

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Transitioning into retirement can be an overwhelming process. Planning for your future and protecting the wealth you have spent a lifetime amassing is vital for a successful and less stressful retirement.

Gold Financial Planning has developed a specialisation in Retirement Planning. As well as a thorough understanding of Pension and Retirement Income legislations, it is our ability to translate complex financial matters into an easy to understand language that is often most appealing for our clients.

We work with retirees to articulate how they envisage their retirement and formulate a tailored financial plan which aims to achieve their lifestyle and financial goals. Our holistic financial planning approach considers your complete financial position and wishes for the future such as planning for annual holidays, making provisions for children and grandchildren and creating retirement incomes.

By collaborating with other professionals such as Accountants and Lawyers, we centrally coordinate all aspects of Retirement Planning including:

  • Planning your estate
  • Superannuation and Self-managed Super Funds (SMSF)
  • Investment risk management
  • Pensions and income streams in retirement
  • Succession planning and workforce exit strategies.

As part of our Retirement Planning services, we offer comprehensive Aged Care Planning advice. The aged care system is complex with major reforms impacting the industry. We are able to assist families and those entering an Aged Care facility with advice including:

  • Information about the types of Aged Care Services that are available
  • How to get the best Centrelink outcome
  • What the costs and options are for residential Aged Care
  • Payment options available for Aged Care facilities
  • Strategies to cover the costs and achieve the best financial outcome for you and your family.