Retirement Planning

What is your plan when for when you stop working? Do you have enough savings to fund your retirement years? Many Australian seniors retire at age 65 and will be required to fund retirement living for as long as 30 years.

Strategic Wealth Services will help develop a retirement plan according to your preferences and expected needs. We can help you design your own financial strategy so you can turn your dream retirement into a reality.

Our expert financial advisors can help you with the following retirement planning services:

Superannuation and SMSF

Your superannuation is typically invested in a default option composed of different asset classes. However, not every investment is suitable according to your risk profile. There are also special rules that govern where and how your SMSF can invest, so it’s important you get it right. Strategic Wealth Services can strategically manage your SMSF investments through proven methodologies designed to protect and maximize your retirement benefits.

Get Professional Retirement Advice

Get Professional Retirement Advice Melbourne is a great place to retire. The city is hailed as one of the most livable in the world, and if you want fresh air, you can always settle in the Victorian country or coast. If this is an ideal retirement for you, then it’s crucial to start working on your retirement plan now.

Everyone is different. Your own unique retirement goals will require a customised financial plan. One of our financial planners can help you achieve your financial goals and realise your retirement needs.

For more information on our financial planning services, call Strategic Wealth Services on (03) 9896 5100 for a chat. You can also send us an email to info@strategic3.com.au