Pre-Retirees Planning Services | Life Financial Planners

Pre-Retirees

Planning for retirement can be an exciting but overwhelming time. The opportunity to look ahead and envision what you want your life to be is empowering, especially when you realise that your dreams do not have to be out of reach.Most people plan or think retirement is a 15 to a 20-year proposition. That is no longer the case. Chances are, if you’re in your late 40s or 50s you will have another 30+ years of retirement that needs to be funded.The risk of not having enough savings at retirement is one of the key challenges. You need to make sure you will have enough money to live comfortably for the rest of your life, which is where we come in.Helping our clients work out what their objectives are will be key to ensuring enough funds are built for retirement. Considering what kind of life you want to live is paramount in determining how much you will need. In addition to your usual lifestyle expenses, you may want to factor in regular travel. Will you be downsizing your home or planning a sea-change? Do you have any Estate Planning requirements for your family? You will also need to consider how you will live in your older years and aged care funding may be required. These are just a few considerations for your longer-term future.We work with our clients to ensure they are making educated, prudent and informed decisions along the way.Peace of mind will come from:

having a well-defined plan
putting it into action
having someone keep you on track
know where your income is coming from in retirement
knowing how long it may last

LIFE Financial Planners are here to provide professional guidance and advice to make it easier for you to work towards your dream retirement.We also consider any Centrelink eligibility for a part of the age pension.

▶︎ CASE STUDY: Pre Retirees

Testimonials

Have been using Life Financial for 3 years now and Marijana has repeated provided us with the best possible strategies for our changing situations. We believe that the LFP team consider our financial security just as important as their other clients. Marijana, Mei and Donna have been very kind, easy to talk to and responsive to my calls and emails. We definitely recommend LFP without hesitation.

We have been seeing LFP for about 10 years now! We are so appreciative of their service and reminders to look after our financial future. It is a relief to leave our superannuation investments and insurances in their very capable hands. Would recommend them to anyone who does not already have a financial advisor.

We have been clients of Marijana and team for a few years now and they have been nothing but professional, caring and informative. Marijana is always happy to answer all of our questions and kept the process worry-free for us. We always look forward to seeing the team every year for our review. Thank you for everything you do for us 😊

We always receive Marijana and Mei’s full care and attention when needed, and cannot recommend them highly enough!

We are so incredibly grateful for the personal but very professional advice given by Marijana and Mei. After a lifetime of medical bills, transition to retirement was looking grim, but after meeting with the team at Life Financial Planners a few years ago, they really listened to our personal circumstances and we now have a clear, positive path.

We have been clients of Marijana and the team since 2006. During this time I have retired from working - a daunting time for most of us. The transition to retirement was quite smooth, thanks to the very professional advice we received. We have no hesitation in recommending Life Financial Planners to anyone seeking assistance with their financial planning needs.