Retirees

The kids have moved out, or you have dropped plenty of hints and expect it to happen soon
You think there may be an inheritance around the corner and want to plan to make best use of it.
You still have a mortgage and want to make sure it is paid off by retirement.
You haven’t looked at your Life Insurance for a long time (maybe 10 years) and would like to understand if you still need it.
You would like some help with your property strategy - you are considering downsizing when you retire or have an Investment Property that you are not sure whether you should keep or sell

Check out our recent case study from retiree Miss W

Superannuation is an extremely tax-effective investment structure that helps to save tax and build a significant amount of wealth in the future.

We assist our clients with long term strategy to minimise tax to keep more money in their pockets.

Think passive income, potentially from multiple income streams that may be able to give you flexibility for early retirement.

Insurance is critical if you are taking on a significant debt to buy a house or your household is depending on your incomes to cover living costs.

There are often some big decisions to make around retirement planning including which assets to keep and which assets to sell...

Debt management starts with teaching our clients about the pro’s and cons of different types of debt.

07 3524 8505

hello@thebaysideinvestor.com.au

Ormiston & Coorparoo (By Appointment) 26 Raby Esplanade, Ormiston, QLD 4160

Financial Planning for Retirees