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Aged 66+ Protecting your Family

Finally your time is your own, you’re doing the things you’ve always wanted; travelling, exploring your world locally or abroad and indulging in your passions.

Retirement is about reaping the rewards of your working life. By securing your finances now, you will be able to relax, knowing that you have enough income to enjoy a long retirement. Whatever your situation, we can recommend ways of maintaining your lifestyle goals through retirement and strategies for meeting any unexpected future needs.

Retirement doesn’t signal the end of your financial planning needs, you’ll need to keep making choices about your income and investments, government benefits, your super, tax and estate planning strategies. We can assist with the ongoing management of your financial road map to ensure you make the most out of your retirement.

Strategies to consider during these years include:

  • Accessing superannuation
  • Retirement income streams
  • Downsizing
  • Establishing a reverse mortgage facility
  • Navigating Centrelink entitlements
  • Estate planning inter-generational wealth transfer
  • Budgeting
  • Tax minimization
  • Considering aged care options

AGED CARE – What you need to know

So if you are aged 66+ and are interested in protecting your family contact us at GK Financial Services Group for a free initial consultation with one of our expert advisers.