Retire With Confidence

Description

We will begin by exploring the current retirement landscape, focusing on planning for the long term. This includes addressing the implications of rising longevity and the relationship between sustainable income and health as we age. The session will then provide a detailed look at superannuation at retirement, specifically covering when and how to access your super. We will discuss the rules surrounding different ages, strategies such as transitioning to retirement, and the practical steps for converting superannuation into a reliable retirement income. Additionally, we will review other potential sources of income, including the Age Pension and the impact of working during retirement. To conclude, we will discuss preparing for the future through important family conversations, estate planning, and aged care. I will also provide a checklist designed to help families coordinate future needs.