Falconer can help you establish a plan ahead of your retirement, and then help you manage your financial affairs during your retirement.

Setting Retirement Goals

Your Falconer adviser can help you determine what your priorities will be in retirement, and therefore how you want to live and how best to fund that lifestyle. Retirement planning must be a high priority during your working life, so that goal setting and savings targets become a routine weekly or monthly habit.

Falconer will help you find your own idea of retirement, develop a plan and pathway to those goals, and review your strategy and accounts as required annually.

Transitioning to Retirement

Falconer can provide advice on Salary Sacrifice, converting Superannuation to a Pension, Lump Sums, and Blended Income streams.

Enjoying your Retirement

During retirement, Falconer can help you find the most tax-effective way to receive an income, best determine your various entitlements (eg: social security, DVA, veterans), maximise your cash flow, and develop a plan for funding Aged Care if appropriate.

Please phone 03 6234 2233 or email us to discuss your Retirement needs with an adviser.