As another year draws to a close we reflect on the events and changes we have seen and how life seems to pass by more quickly every year. For those of us approaching or in retirement, it’s a great time to take stock of your situation and make some decisive moves for a more secure financial future.
For those on the other side of 60, thoughts may turn to the delights of a well-deserved retirement that suddenly doesn’t seem so far away. Perhaps you have been putting serious retirement planning on the backburner up until now? If so, you could be missing out on taking full advantage of the many opportunities available to you.For those already in retirement, new assets test rules are not too far away, so it may be time to reposition your finances to protect from any negative impacts and see what opportunities there are to improve your overall income and lifestyle.
The end of year period is a great time to ‘take stock’ and start the new year with a real sense of purpose. On the reverse of this flyer you’ll find a handy checklist of issues that you may want to discuss with your financial adviser. It’s your chance to take action now!
Check out the handy end of year checklist in the attachment below.