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#5 - Retirement

Retirement is something you should be looking forward to — not worrying about!

These years can and should be some of the most enjoyable and fulfilling times of your life.  The freedom to live the retirement lifestyle of choice, and a sense of satisfaction with what you have accomplished, can make your golden years truly enjoyable. However, there are still financial issues that should be considered such as:

  1. ensuring your medical insurance is adequate.  Health care expenses are becoming a greater proportion of expenditure due to the cost of medical requirements and longer life expectancy.
  2. making sure your estate plan is up to date.  Changes in your financial situation, moving inter-state and changes in your family, should all be triggers for reviewing your estate plan with a qualified estate planning attorney.
  3. continuing to manage your investments carefully to ensure they are performing appropriately.

Thorough retirement planning, and successful execution of that planning, helps facilitate an enjoyable retirement.

Our retirement case study may help you to understand this life-phase better.

Chris Humphrey Private Wealth Management is conveniently located on the outskirts of Brisbane's CBD.

"Chris and his team have helped tremendously in organising my income protection insurance and ensuring my cover is held in the most tax effective manner. The process was very straight forward and all insurance options were explained clearly so I was able to make an informed decision on what cover I wanted. "

Adam Brady