RETIREMENT ADVICE

Congratulations! You’ve made it this far. At ipac Western Australia, our Award-winning financial advisers see retirement as an Age of Opportunity, not a time of decline.

Yet there are some realties that we cannot ignore. You can recover from bad investment decision when you are 25, but not at 65. At the same time, your money needs to last a long time, so just sticking it into a bank account isn’t a good option.

Whether you are 40, 50, 60, or even 70 – retirement can seem like something in the distance. As one of Perth’s most experienced financial advice firms, we like to think about retirement as an achievement – a celebration of financial independence with the confidence you are prepared for tomorrow.

Some common questions about retirement that we can assist you in answering:

  • When can I retire?
  • How much money will I need?
  • Can I access Centrelink?
  • How can I pay less tax?
  • Can I get a Transition to Retirement Pension?
  • Shares, investment properties – what should I keep, what should I sell?
  • Should I sell the house and downsize?

Of course, nowadays very few people really ‘retire’ in the traditional sense. Many pursue new business ventures or careers at a part-time basis. Others find themselves being asked to mentor younger people to pass on their skills. As Perth’s expert retirement planning advisers, we understand this and can design a plan that supports you.

The Award-winning financial planners at ipac Western Australia are real people, and we start with understanding the story of your life. Once we agree on the ‘why’ of our plan, we can design the ‘how’.

Contact us today to get the best financial advice in Perth to have a prosperous Retirement.