Retirement Planning

Retirement. It’s such a common life event but for many people, a bewildering one. We see people at the peak of their careers approaching retirement but with little time to focus on their own finances. They come to us loaded with questions: “How soon can I retire? Will I have enough to live on without regular income? How does it all work?”

When you haven’t faced retirement before, it’s understandable that you might feel confused or even anxious.

How we help

At Parker Financial, we deal with retirement every day. You gain the benefit of our experience, plotting a path to retiring in your time, on your terms. You can look towards a financially independent life beyond the workforce.

We want to know what’s on your agenda. Travel? Making sure your family is looked after? Infinite rounds of golf?

Whatever your retirement goals, our financial advice covers the fundamentals:

  • Superannuation: managing your superannuation to maximise tax concessions and investment opportunities
  • Investment portfolios: including property, shares and managed funds
  • Personal savings: making sure you’ve got ready money for whatever comes up

Ultimately, we want to see you set up for what’s next: a life free from full-time employment; a lifestyle rich and rewarding.

Get in touch with us to discuss plans for your retirement.

Parker Financial Retirement Planning