How much do I need to retire?

How much do I need to retire?

One of the most common questions our clients ask us is, ‘how much money will I need to retire?’ The answer to this very important question depends on many factors. The lifestyle you want to lead and the number of years you are likely to spend in retirement are a great starting point but there are many other variables you will need to consider. Estimating how much money you’ll have when you retire depends on your current salary, super balance, assets, and any inheritances that may be coming your way. With so much to consider it makes sense to seek professional retirement planning advice.

How to minimise tax

How to minimise tax

Hands up if you would like to pay less tax. If you’ve had an unexpectedly good year or have sold an asset, tax can become a problem. With the right advice, there may be a solution. Local business owner, Mitch recently came to us for help after selling a property. He was looking down the barrel at a large tax bill and wanted to know if he could minimise this if possible.

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Retirement planning: re-imagining risk

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Retirement planning: re-imagining risk

Recently referred clients, Sally and Doug had decided that they would like to be able to retire in ten years and they came to see us for advice on how to make their dream a reality. They are passionate adventurers and have a bucket list of challenges they want to tick off, including a trek in the Yellowstone National Park. Sally and Doug were conscious that to do this, a younger retirement would be beneficial, so they had set a goal of retiring at 55.

Market update

2021 is already shaping up to be quite eventful. Growth has been a permanent fixture over the last few months fuelled by record low-interest rates and government stimulus. However, with many advanced economies producing favourable growth numbers recently, the prospect of inflation risk resulted in a bloodbath for bond and equity markets last week. This has since stabilised but is this a sign of things to come for 2021?

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financial advisers ipswich

110 Limestone Street
Ipswich QLD 4305

P: 07 3281 1300

Financial Advisers gympie

45 Calton Terrace Gympie QLD 4570

P: 07 5482 7828