Planning Now for a Future After Work
Chad is a 25 year-old client, who earns $100,000 per year. He’s planning to retire at 67 and he has his superannuation in a fund that his employer opened when he started working, invested in their default option. He comes to us for superannuation advice. Below is a comparison of the outcome if he stays in his current fund, or moves to a fund we recommend:
As you can see, your choice of fund can make a huge impact on your financial situation in retirement. Even if retirement is still a lifetime away for you, the earlier you get into the right fund, the higher the chance is that you be able to live the life you want after you finish work.
For many people, superannuation will be the biggest financial asset they ever own outside of their home. Purely FP can assist you to take ownership of your superannuation and ensure that you are in the best possible position in the future. We can provide advice around choice of fund, self-managed superannuation fund, tax benefits available in superannuation and any current government incentives.
Making the most of your retirement
Maybe you’re at the other end of your career to Chad and getting ready to retire. Let us take the financial anxiety out of retirement by putting together a retirement income plan, just for you.
Book a complimentary 15-minute phone appointment today.
