Superannuation and Retirement Planning

At Financial Corner in Queensland, when we develop your financial plan, we conduct an in-depth analysis to learn about you and understand your current situation and goals so we can present you with appropriate options to suit your retirement.

Thanks to our high standard of living and medical advances, Australians are living longer than ever before. Are you financially prepared to live a comfortable life after you’ve retired?

Maximising Your Super

The government provides strong tax incentives to encourage Australians to invest in super.

It is never too late to take control of your super, but the rules are complex. It is important to get financial advice to ensure you make the most of your superannuation.

Discussing Your Retirement Plans

We can discuss your ideal retirement lifestyle and when you’d like to stop working. We can also help you work out how much income you might need in retirement and gain an understanding of the types of investments and level of risk you are comfortable taking.

Retirement

Whether you are approaching retirement or still a few years away, it’s important that you understand all of the options available to suit you and your ideal retirement such as:

Boosting your super
Insurance requirements
Tax-effective super strategies
Estate planning

Aged Care

It’s important to ensure you know all the facts and take some time to plan to make sure you make the right decisions at this challenging time. We can meet with you to formulate a plan that minimises costs and charges where possible, and assist with planning to make care affordable in the short and long term.

Business Planning Services