Your retirement planner
It’s never too early or too late to start building the financial resources you’ll need in retirement.
If you’re recently retired, or you’re starting to think about retiring, now is the perfect opportunity for you to get expert advice for your future.
So, what is a retirement planner?
A StatePlus retirement planner will take a holistic view of your finances and your goals.
By working with you to assess your income, expenses and plans, a retirement planner can help you to:
- draw up retirement goals
- maximise your superannuation savings
- manage your taxation
- diversify and finetune your portfolio
- make adjustments to suit your changing lifestyle
What can I expect when I meet a retirement planner?
When we meet, we’ll get to know your personal situation and goals – what you’d like to do in retirement. The first meeting will be an information gathering discussion, so please feel free to bring along a partner, spouse or loved one – they are a big part of your life.
When you meet with a StatePlus planner, we will:
- Listen to you and make sure you feel comfortable
- Work together to find out what matters to you most
- Explain your options and any costs involved
Above all, we simplify the complexities of managing your money so you get advice that will make a genuine difference to you and your family.
The benefits of having a retirement planner
Your StatePlus planner will put together a strategy for you that:
- Is based on a clear understanding of your individual needs
- Makes reaching your goals achievable
- Is focused solely on your best interests
If you choose to have an ongoing relationship with a StatePlus retirement planner, we’ll also provide valuable decision support around things like continuing to line up your retirement priorities with the way you spend your time and money.
A retirement planner can help you get the financial security and peace of mind to be able to do the things you want to do in retirement.
Why not meet with one of our experienced planners? Give us a call on 1800 620 305 and speak to the experts today.