Knowledge, Experience, Integrity

Retirement Planning

Thinking of retiring? How much do I need? Am I saving enough?

These are just some of the questions that people ask when they are looking to retire. The majority of people have money in bank accounts, possibly some shares and maybe some superannuation. You need to consider what you would like to achieve in your retirement whilst also legally protecting your assets. Sounds confusing?

We will sort through the maze of investments and superannuation and offer you useful insights on annuities, savings options, wealth creation strategies, allocated pensions and any other information you will need to know to plan for your retirement.

What kind of lifestyle do you want? Would you like to travel? Where will you live, is a sea change or a smaller home on the cards?

Robertson de Rooy & Associates will listen to your requirements, assess your current financial situation and develop a financial plan based on your lifestyle aims and financial goals. By putting a suitable retirement plan in place, you can increase the likelihood of living a financially secure retirement, maximise the returns on your investments, as well as your eligibility for any Centrelink entitlements.

Making the right choice about retirement planning is crucial. The rules are complex and seeking advice from a certified financial planner ensures that the strategies implemented are right for you.

Taxation rulings and documentation search

eWombat is a targeted search engine that only searches websites relevant to financial planners and accountants. A great resource to search for tax rulings, human services documents, etc.

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What you need to know

The intention of this website is to provide general information only and it has been created for this purpose. In preparing the website, we have not taken into account the individual objectives or circumstances of any person. Legal, financial and other professional advice should be sought prior to applying the information contained on this website to particular circumstances. Robertson de Rooy & Associates does not guarantee the accuracy, reliability or security of the content within this site, which may change at any time without notice.