Ready to tackle the next big project at work? Retirement may seem like a lifetime away. But once the average Australian buys their first property and starts a family, a plan for retirement can easily become a second, third (or fourth) priority.
That’s where MyState can help. By starting your plan for retirement early, we can help you build the financial lifestyle you want and need – and better yet, achieve it.
Retirement should be a time to enjoy the benefits of a lifetime of hard work, free from financial worry and strain. But do you know just how much you need to make it happen?
At MyState, we’ll work with you to discuss the life you want first and foremost, and then assess how your finances can get you there. We’re experts in setting retirement goals, assessing lifestyle expenses, and reviewing current finances. All of these are taken into consideration by our supportive team, so you can fund your dream retirement. It’s what we do best.
You can choose from retirement income streams (including account-based pensions and annuities), social security and even tax strategies to help you get the most from your hard-earned dollars. We’re here to help at every stage of your life – whether you’re starting out, or already retired.
In fact, sharing your success and distributing your wealth to family can even be arranged through our partnership with Tasmanian Perpetual Trustees. This team has been part of the financial landscape since 1887, and can help you put together a trusted tax plan so you can continue to look after your loved ones, even after you’re gone.
But it doesn’t stop there. The team at Tasmanian Perpetual Trustees can also help you support causes near and dear by carefully managing charitable trusts.
Because when it comes down to it, retirement is about much more than surviving after work. It’s about living on, and thriving.
Don’t wait until you’re retired to take control. Set yourself and your family on a path towards a lifetime of security today. It’s as simple as speaking with a MyState Wealth Management Planner on 1300 651 600. We’re here to help.