What happens when your work-related income stops?
Pre-retirement is filled with burning questions – especially on whether you have enough of a nest egg. Post-retirement is about making sure your money is secure and goes the distance. We can help ensure your super is working for you.
You’ve worked hard all your life and you’re ready to bask in the rewards. Now isn’t the time for messy setbacks to your pre-retirement asset base – you’ll need a strategic balance between intended lifestyle and actual financial situation.
Our team will take the time to understand your retirement goals. That could be as simple as budgeting to protect against lifestyle-creep, or re-allocating assets to reduce risk or plan for further growth. The planning process could also take into account more complex factors, such as the needs of blended families, divorcing couples or support through illness. Succession planning is also something we consider in depth.
WLM Financial has helped thousands of clients get more out of their retirement, all while taking care of complex tax and reporting requirements. We support this approach with a down-to-earth manner and powerful reporting dashboards, showing all your financial affairs at a glance. Call us to see how we can help.