Retirement Planning: Secure Your Future with Expert Advice

Retirement Planning

At LIFE Financial Planners in West Perth, we specialise in helping our clients plan for, enter, and enjoy their retirement. It’s really never too early to start planning your retirement. Whether you are on the brink of retirement or just beginning to contemplate it, having a solid financial strategy in place can provide you with clarity and confidence about your future. At LIFE Financial Planners, we specialise in comprehensive retirement financial planning to ensure our clients transition into and enjoy retirement seamlessly.

“We have both retired in the last few years and have had many dealings with Centrelink and the assistance and intervention of LIFE in these matters has been very comforting indeed.” Trevor and Ronda, Gooseberry Hill.

As you approach retirement, we can implement a Transition to Retirement (TTR) Pension, allowing you to access pension income while continuing to work if you’re over the preservation age. This strategy can optimise your financial position as you transition from employment to retirement. For those ready to retire, we can establish and manage an Account Based Pension (ABP) to provide a regular income stream from your superannuation savings. For those in receipt of government benefits, LIFE Financial Planners can also often deal with Centrelink on your behalf. We know it can be stressful and time consuming to maintain your benefits so allowing us to take on some of the burden can really help. Our goal is to design a retirement plan that aligns with your lifestyle goals and financial objectives, encompassing not only financial strategies but also considerations for your desired retirement lifestyle—whether it’s travel, hobbies, or leisure activities. Retirement should be a rewarding phase of life. At Life Financial Planners, we’re here to support you every step of the way in your retirement financial planning. Our seasoned team of financial planners are dedicated to crafting personalised strategies that align with your unique retirement goals and aspirations. Ready to take control of your financial future and create a retirement plan tailored to your needs? Reach out to Marijana or Mei at our West Perth office by calling 08 9322 1882. Let’s start the conversation about securing your retirement with confidence and clarity. For more useful retirement advice and tips, follow us on Facebook.

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.