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Amazon Financial Group

Suite 4, Level 1
The Fawkner Centre
499 St Kilda Road, Melbourne Vic 3004
Tel : +61 3 9866 2400

 

Financial Planning Melbourne Sydney Brisbane Gold Coast Darwin   

 

Pre Retirement Planning

Close to Retirement?

Receive advice on superannuation / Centrelink strategies before you retire - the RIGHT advice will save you tax and maximize your Centrelink benefits.

Maximise your savings potential

The critical factor in planning for a comfortable retirement is saving and investing a certain percentage of your income.

Q: How much will I need

  1. in retirement?
  2. to save while I'm still working?

A: You need to

  1. estimate your cost of living in retirement. Will it be 50%, 60% or 70% of your income prior to retirement?
  2. consider whether or not you need to top up your existing investments.

Helping you plan

Using a combination of superannuation and non-superannuation investments, Amazon can work with you to develop a savings plan for your retirement.

If you would like to know more about Pre-retirement Planning, please contact Amazon Financial Planning

 
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