I NEED INCOME IN RETIREMENT
YOU ARE
You are retiring or retired and you need your super to provide sustainable income to meet your retirement needs and preserve your wealth.
You want to be a self-funded retiree and provide for quality aged care if you need it.
YOUR NEEDS
- To significantly increase your superannuation to have enough in retirement and to be self-funded throughout your retirement
- To have tax effective income in retirement
- To commence transitioning your portfolio to generate the right income you need, when you need it
- Address key areas of longevity risk, sequencing risk, liquidity risk amongst others
- Intergenerational wealth transfer is becoming more important.
- To have appropriate Wills and Estate planning
YOUR NEXT STEPS
I need to learn more and receive professional advice.
Your Wealth
Generation Wealth Partners understands growing and protecting our clients’ accumulated wealth requires rational decisions about emotional needs. Our objectives-based approach enables our clients to identify what they actually want to achieve, helping us to help our clients to create their financial future.