Pre-Retirees
Prepare for the retirement lifestyle you’ve always dreamed of with expert financial guidance.
Plan Today for a Stronger Tomorrow
Taking the right steps today can ensure a financially strong and fulfilling retirement tomorrow. Whether you’re looking to maximise your superannuation, fine-tune your investment strategy, or create a comprehensive retirement plan, making informed decisions now will give you peace of mind for the future. Our expert team is here to guide you through every aspect of retirement planning, so you can enjoy the next chapter of your life with confidence.
Pre-Retirees Expert Team
Grant McCormack AdvDipFS(FP)
Financial Adviser
Nicole Hingston GDipFinPlan
Financial Adviser
Jasmine Popowski
Financial Adviser
Michael Thrower
Senior Adviser & Partner
Key Financial Considerations
Preparing for retirement is a crucial phase in your financial journey, and being proactive can ensure a smooth transition to your retirement years. For pre-retirees in their 50s, here are some key aspects to consider as you approach this important milestone:
As you approach retirement, our team at Wealth Financial is here to support you every step of the way. Let us help you navigate the complexities of pre-retirement planning to ensure you enjoy the retirement you’ve always dreamed of.
01
Reviewing Retirement Goals
Understand your retirement aspirations, including lifestyle choices and travel plans, to determine your savings needs.
02
Assessing Current Financial Situation
Take stock of your savings, investments, debts, and assets for a clear picture of your financial standing.
03
Maximising Superannuation Contributions
Consider additional contributions to your superannuation fund to enhance your savings and benefit from tax advantages.
04
Investment Strategy
Review and adjust your investment strategy to align with your retirement goals, possibly shifting towards more conservative options.
05
Debt Management
Aim to reduce or eliminate outstanding debts before retirement to enhance financial stability and peace of mind.
06
Estate Planning
Ensure your estate planning documents are current, protecting your assets and ensuring your wishes are honoured.
07
Health Care and Insurance
Assess your health care needs and ensure adequate insurance coverage for potential medical expenses in retirement.
08
Budgeting for Retirement
Create a detailed budget to outline expected income and expenses, helping you manage finances effectively in retirement.
09
Seeking Professional Advice
Collaborate with a financial adviser for valuable insights into tax planning, investment strategies, and overall financial management.
What our clients say
Our Testimonials
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Meet our team
Advisers
Michael Rowlands GDipFinPlan
Senior Adviser & Partner
Michael Thrower CFP®
Senior Adviser & Partner
Jasmine Popowski
Financial Adviser
Nicole Hingston GDipFinPlan
Financial Adviser
Adviser Services
Client Services
Kelli Popowski
Client Services Manager
Fran Dutton
Client Services Manager
Shanaya Paterson
Client Services Officer
Sharon Nuske
Client Services Officer
Janie Rockliff
Client Services Officer
Mitchell Rowlands
Client Services Officer
Danae Bonde
Client Services Officer
Georgia Stokes
Client Services Officer
What our customers SAY
Our Testimonials
Have Questions? Let's Connect.
We’d love to hear from you! For any inquiries or to request a consultation, please fill out the contact form. Our team will get back to you as soon as possible.
