Securing your Income and Lifestyle in Retirement

Securing your income in retirement is paramount to make sure you can live the lifestyle you desire.

Retirement is an opportunity to relax and do the things you always wanted to do. For the retirement dream to be achieved, certainty of income is paramount.

The first goal for retirement is to have a retirement lifestyle plan. It is often said that if you don't have a plan, you have a plan to fail. At Boston Private Wealth we believe that for retirement planning to be a success, it requires knowledge, experience and professional insight.

How to plan when you are in retirement

We have a successful track record in helping people when they have reached retirement. We take the time to work through a quality financial planning process that includes:

  • Discussing, listening and documenting your retirement goals and aspirations - We want to know what is important to you
  • Assessing your current resources - Review your assets, liabilities and sources of income and expenses
  • Building your financial plan - Consider the strategic approach that best fits your goals
  • A solid foundation of investments - We have a depth of experience, knowledge and professional insight to build a portfolio of investments tailored to your financial plan
  • Agreement - We like you to be involved and understand the financial planning process
  • Flexibility - Things change and when your situation changes we can adapt the financial plan to suit

Our Service Promise - Keeping you informed with our promise for regular updates and being available to you when you need us.

Why is good financial planning so important in retirement?

Once in retirement there are several critical factors to consider including:

  • Income - The number one question right now is "How to secure income in a low interest rate environment?"
  • Financial Security - In a world of uncertainty, security of income and your investments are more vital
  • Superannuation - Making the most of the tax advantages and managing the complexity that both come with superannuation
  • Self Managed Superannuation Funds (SMSF) - Can be a great solution but they need sound management
  • Health - Planning your finances to make sure that no matter what happens to your health, your money will be available
  • Estate planning - Making sure that your assets go to the right people at the right time and for the right reasons.

How to get started

We are here to help and we offer a complimentary and private consultation. After many years of service, we have developed a flexible approach for our clients so feel free to call or email our office.

General Advice Warning

The Information on this page has not taken into account your financial situation, needs or objectives. Before acting upon any advice, you should consider whether it is appropriate for you. If the advice relates to a financial product, you should obtain and consider the Product Disclosure Statement before making a decision in relation to the product.

Boston Private Wealth

Suite 46B, Masthead Way
Sanctuary Cove QLD 4212

Boston Private Wealth is a Corporate Authorised Representative of AdviceIQ Partners Pty Ltd. ABN 95 134 016 210 AFSL 332957