A couple who have been a client for a number of years had decided to retire but was unsure whether they would seek professional advice about their retirement plans.
Their concern was whether they would have enough to retire and provide a comfortable lifestyle in retirement.
Our strategy of having ongoing meetings to advise and keep on track of their retirement goals, has helped in nearly meeting their target.
Retirement planning takes years to grow superannuation using stable investment and tax saving strategies and this client is nearly at their target. It is never to early to start planning!