Phone: 13 29 30

Retirement planning

Life after full time work means something different to everyone.  One common area of concern for many is funding the lifestyle of their choosing.  If you’re thinking about your retirement or you are already in this new phase of life, one of the most important things to consider is how you are going to continue to fund your lifestyle.

Talk with us

  • to understand all of the options available to you
  • to ensure that you have investments working for you that you are comfortable with and understand
  • to understand your comfort level with various investment options
  • to design the right strategy to optimise the longevity of your funds
  • to ensure that you have access to ongoing advice and personal support

Your QTFP Financial Planner can help you to assess which retirement strategies are suitable for your individual circumstances.

Strategies to consider:

  • Transition to Retirement
  • Social Security
  • Income from Employee Super Funds
  • Income from Complying Annuities
  • Income from Allocated Pensions
  • Income from Non-Superannuation Investments


 

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Alternatively

QT Financial Planning Pty Ltd ABN 35 116 361 650 is a Corporate Authorised Representative (ASIC No. 293929) of Actuate Alliance Services Pty Ltd, ABN 40 083 233 925, AFSL 240959, Level 17, 100 Pacific Highway, North Sydney, NSW, 2060