Retirement Planning

It’s never too early or late to start planning for retirement and maximising your income as much as possible.

No matter what stage of your life you're in, there are specific strategies and recommended pathways to secure and protect your finances for retirement.

We can assist in areas such as:

At Withani, we will work with you to ensure that you are ready for retirement, secure to live the lifestyle you desire. Planning for retirement is one of the more overwhelming and complex aspects to work out how you will get there. 

Having reliable information is crucial. This is where the value lies in talking to the team at Withani. We can help you set and achieve your goals, build wealth that suits your situation, and support you each step of the way until you reach your retirement goals.

We will look at key aspects that form your retirement plan including:

Assets & Structure, the structure is important in how you hold your assets, such as within a super or trust.

Income & Tax Management, making sure all your income is used for the most effective strategy, such as paying off debts or putting it towards super. 

Superannuation, whilst complex one must consider the benefits of super in terms of taxation, investment and estate planning. Developing the right strategy as early as possible can bring rewarding returns. 

Estate Planning, a well-structured estate plan can allow your wealth to be passed on to your beneficiaries seamlessly and tax effectively. Getting this sorted out early in your retirement plan can help relieve some emotional stress that can arise later in life.

Get in touch today to discuss how we can help you.