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Retirement Income Planning
How we create a sustainable retirement income
We specialise in creating a sustainable retirement income, giving you the confidence to spend money in retirement without fear of running out.
When building a retirement plan and establishing a sustainable retirement income, there are many things to consider, including:
1.
The cost of your desired lifestyle.
3.
The investment risks you are happily taking.
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The impact of fees and taxation and how these can be minimised.
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How your spending and income might change if one spouse dies prematurely.
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Whether you intend to gift to your children.
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The assets and future income you have that will support this desired lifestyle.
4.
The investment risks you need to take to ensure your retirement plan is a success.
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How your spending might change as you move through retirement.
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The flexibility you are prepared to accept with your retirement income, which can be influenced by market volatility.
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Whether you intend to leave a legacy.
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