Pre- And Post-Retirement Planning Strategy
Transitioning to retirement can sometimes be an intimidating process and it is important that this transition is pre-planned years in advance to maximise the potential outcomes which may be available.
JPM Investment Group looks in depth at your retirement strategy years prior to your retirement date to ensure that your goals and objectives are achievable. Our Financial Planners also look at making sure that the financial strategy post retirement is rigorous to stand the test of time and will continue to give you what you need.
When preparing a set of recommendations for clients who are transitioning to retirement we would look at the following:
- Cash flow analysis
- Funding requirements to meet the lifestyle expenditure
- Structures which are most appropriate to house the assets
- Investment strategy to fund the necessary income
- Estate planning requirements
- Risk management strategies
- Annual reviews and ongoing management of the strategy
To ensure that your pre and post-retirement is planned as you desire, call 1300 693 511 for a FREE initial consultation.