MyState Wealth Management clients Jill and Ross share their story about the financial strategy that has allowed them to live their dream retirement.
Retirement is something you work your entire life to enjoy (and rightfully so). But how often do you sit down to plan out how you’re going to afford the finer things in life, once the pay cheques stop coming in?
While it can be easy to put retirement in the “I’ll think of it later” basket, especially when you’re busy raising a family, making career moves or travelling the world, planning today is just as important as that next task on your to-do list – if not more!
At MyState, we can help you with setting your retirement goals, assessing potential retirement lifestyle expenses, and reviewing your current position. Once all of these factors are put into play, we’ll help you estimate the savings you need to get that dream retirement in action.
When should I start planning?
It’s never too soon.Whether you’re interested in transitioning to retirement soon or you’re already retired, we can give you advice on a range of retirement options to suit your lifestyle.
It doesn’t have to mean scrimping and saving, either. In fact, we’re sure you’ll enjoy life more once you know you have a retirement plan in place.
What’s right for me?
Sharing your success and distributing wealth to your family can be arranged through our partnership with Tasmanian Perpetual Trustees.
They’ve been part of the financial landscape since 1887, and can develop a tax effective plan so you can continue to look after your loved ones even after you’re gone. They can even help you leave a lasting legacy, by supporting causes near and dear to you through carefully managed charitable trusts.
Get started today
Having a retirement plan means you’re less likely to need to make sacrifices when the time comes to slow down. You can continue thriving, and living the lifestyle you’ve always dreamed of in your golden years.
Tomorrow is the start of the rest of your life. Talk to a MyState Wealth Management Financial Planner today.