Retirement and Estate Planning
Creating wealth starts with saving money, investing that money wisely, then protecting and growing those investments. As a member of Count Wealth Accountants, The MBA Partnership is dedicated to providing clients with full and comprehensive financial advice. Working with you, we deliver individualised advice and strategies designed to help you effectively protect, manage and enhance your wealth. We provide a client-focused service to help you build and protect your financial future. The first step in building a financial future for you and your family is to begin constructing a financial plan. Our role is to provide well-researched, individual advice backed by our professionalism, experience and skill.
Retirement Planning
Australians are living longer and retiring earlier, with some people now spending more than a quarter of their lives in retirement. But how far will your super stretch? What kind of life do you want to live?
Starting to prepare sooner rather than later will help you get closer to your goals. The best news is that it’s never too late to begin. Retirement income is not a ‘one size fits all’ process - you will need to consider your individual circumstances carefully. This is where The MBA Partnership can help you through the process.
Whether you plan to fully retire, never working another day in your life or to keep working until you are 101, the questions related to income planning are the same.
Lifestyles are becoming increasingly diverse. More people are travelling, taking up new sports, learning new skills and working later in life.
At the risk of stating the obvious, your starting point is where you are now. The interesting thing is that few people have an accurate understanding of their current financial position. Denial is a common response to the need to plan for later life income. But it is this denial which prevents many people from planning early and creating a ‘liveable’ retirement income.
Click here to read the top 10 client concerns regarding retirement finances.
Click here to read the top 10 financial mistakes regarding retirement.
Click here to read how much capital is required for retirement income.
CARM EXERCISE
Estate Planning
Estate planning is extremely complex. To ensure you get the best advice, contact your adviser at The MBA Partnership. Click here to read some case studies.
More information?
Nathan Moss, AR
e nmoss@mbapartnership.com.au
t 07 5557 8700
The MBA Partnership Pty Ltd ABN 68 128 381 831 provides its financial planning services as an Authorised Representative of Count. 'Count' and Count Wealth Accountants® are the trading names of Count Financial Limited, ABN 19 001 974 625. Australian Financial Services Licensee, AFS Licence Number 227232. Principal Member of the Financial Planning Association of Australia Limited.
The information on this web page is not advice and is intended to provide general information only. It does not take into account your individual needs, objectives or personal circumstances. Taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.