Enjoying Retirement

Retired man enjoying time with grandchildLifestyle Choices:
Life on the "expressway" now becomes a very pleasant drive along the "scenic route". Time to stop and smell the roses and at last to enjoy the benefits hard work. Your choices in retirement would definitely involve freedom from financial concerns in order to do whatever your heart desires.

Strategy Choices:
The best way to realise your choices is to ensure your retirement savings are maximised so that you can have peace of mind. Strategies to consider are:

Maximising Social Security entitlements
Ensuring you have the right type of income, and that it lasts
Managing tax issues
Estate Planning
Aged care advice
Reverse mortgage options

Our Solutions

At various times in your life, changing circumstances will affect your financial situation. At such times, appropriate advice is important, such as at the following times:

  • Approaching retirement
  • Staring a Business
  • Making a Career Move
  • Going from 2 Incomes to 1
  • Having a child
  • Wanting to buy your first home
  • About to enter the workforce
  • Recipient of an inheritance or a windfall
  • Separation or divorce
C J D'Cruz Pty Ltd trading as Personal Wealth Group
is an Authorised Representative of AMP Financial Planning Pty Limited
ABN 89 051 208 327 AFS Licence No. 232706