Compared with past generations, we are now spending longer in retirement - for many people, well over 20 years.

That's good news of course. The challenge, though, is to ensure that the money we've worked so hard for provides us with the lifestyle we desire.

Retirement is not simply about making ends meet. We want to travel, pursue hobbies and interests, eat well and generally enjoy life.

Planning is the key to help ensure we make the most of our retirement savings. Knowing what your options are, and how to manage taxation and social security issues, is vital to achieving the lifestyle you want.

Whether you are about to retire, or have already done so, your Ogle Advisers adviser can help you understand some of the key issues, including:

  • what to consider when planning your retirement
  • where you can invest your money
  • your retirement income options

Any advice on this website is general advice only and does not take into account the objectives, financial situation or needs of any particular person. You should obtain financial advice relevant to your circumstances before making investment decisions. Where a particular financial product is mentioned you should consider the Product Disclosure Statement before making any decisions in relation to the product. Whilst every care has been taken in the preparation of this information, Australian Unity Personal Financial Services Ltd (‘AUPFS’) does not guarantee the accuracy or completeness of it. AUPFS does not guarantee any particular outcome or future performance. AUPFS is a registered tax (financial) adviser. Any tax advice contained in this document is incidental to the financial advice in it. You should seek specialist advice from a tax professional to confirm the impact of this advice on your overall tax position.

 

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