Framework Of Certainty Understanding & Strategic Solutions

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Framework Of Certainty. Understanding. Strategic Solutions.

A stable retirement needs an environment of certainty and control. Ellerfield creates a structure offering maximum control while providing a detailed understanding of the ‘why’.

In order to establish the framework and eventually put together the most appropriate strategic solutions, there are 5 keys to retirement planning that help connect all the dots:

Knowledge Enhancement

  1. Understanding the need to plan for retirement
  2. When should I start planning?
  3. Is it ever too late to get ‘retirement ready’?

Getting Ready

  1. Debunking the myths about superannuation
  2. The best strategies to get ready for retirement

Income Planning

  1. How much income am I going to need in retirement?
  2. Are there ways to enhance my age pension entitlements during retirement?

Withdrawal and Investment Strategies

  1. I know how much I want, but how do I go about getting it week to week?
  2. What is the biggest risk I face in retirement?

Estate Planning

  1. Who can my super go to and will they pay tax?
  2. I have a basic Will, is this sufficient?

If you are within 10 years of retirement you have the opportunity to create your own FOCUS2 ®. Commence the 5 keys to retirement planning.

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