Retirees

Retirement is your opportunity to enjoy the lifestyle you’ve worked hard to achieve. Rather than simply getting by, proactive planning ensures you can live your retirement with confidence and freedom. Many people worry about outliving their savings, but by starting early and partnering with experienced advisors, you can create a strategy that maximises your wealth, safeguards your future, and allows you to make the most of this important stage of life.

  • What are my lump sum versus pension options?

  • Am I in the right Superannuation Fund?

  • Is my current superannuation costly considering the advice I receive?

  • What Super Fund Investment Options are available to me?

  • Is a Self Managed Super Fund right for me?

Superannuation

  • How much will I need for a comfortable retirement?

  • Do I have enough to achieve a comfortable retirement?

  • What are my options if I want to work part time during retirement?

  • Do I have the right balance between assets inside and outside Super?

Retirement Planning

Legislative/Government Changes

  • Can I gain access to a Government Aged Pension?

  • How can changes at Centrelink benefit me?

  • How can Superannuation Legislation Changes benefit me?

Accounting & Mortgages

  • If you have a very basic accounting setup to a complex structure involving various trusts, our trusted Accounting Partners will be able to assist you.

  • Perhaps you are no longer looking to take on a new mortgage however your children or grandchildren may be looking for help in this area.  We are happy to refer them to our preferred Mortgage partner to see if they can be of assistance.

  • *Referral arrangements are independent of RI Advice Group Pty Ltd.

  • Do I have an appropriate Will in place?

  • How do I distribute my estate fairly to family and other beneficiaries?

  • What are the benefits of having a Power of Attorney?

  • We can start the conversation for you to continue with your Solicitor.

Estate Planning