Retire In Style
Are you retired or planning to retire within the next 12 months?
Retirement marks a significant milestone in an individuals life, often celebrated with longtime work colleagues who have become close friends over the years. This transition symbolises a shift from the hustle of work to the tranquillity of the golden years—a move from the demands of a career to a more leisurely lifestyle. This transition provides the opportunity to rediscover passions, create lasting memories with loved ones and savour life’s simple pleasures.
However, not everyone navigates this change seamlessly. Some individuals may feel uncertain about how to occupy their time and experience anxiety about losing their employment income. We can assist in ensuring a smooth transition, making necessary adjustments to your superannuation to align with this new life stage and assisting in establishing new income sources to replace the employment income.
Our top priority is to help you navigate the complex rules and regulations that are applicable to superannuation and government pensions, while maximising potential entitlements. Alongside guiding you with this transition process, we will investigate potential strategies that can be implemented to minimise tax payable on the transfer of your assets to your beneficiaries.
After a lifetime of hard work building your wealth to where it is today, now is the time to enjoy the peace of mind knowing that your hard-earned money is actively working to support you in this new chapter of life. With the right plan in place, you can rest assured that your retirement planning needs will be met, allowing you to maintain a comfortable lifestyle that reflects your efforts.
Other Ways We Can Help
Pathway to Wealth
Countdown to Retirement
Approaching retirement can bring uncertainty, but it’s never too late to take control of your financial future. You might be wondering, ‘When can I retire?’ Hiring an expert retirement financial advisor provides you with the clarity you need to answer that question confidently. We’ll help you understand when retirement is realistic for you, what kind of lifestyle you can enjoy, and how to grow your wealth to ensure a secure and comfortable future.
Perfect Foundations
General Advice Warning: The information contained on this website has been provided as general advice only. The contents have been prepared without taking account of your objectives, financial situation or needs. You should, before you make any decision regarding any information, strategies or products mentioned on this website, consult your own financial advisor to consider whether that is appropriate having regard to your own objectives, financial situation and needs.
Disclaimer: Whilst Coleman Wealth Pty Ltd is of the view the contents of this website are based on information that is believed to be reliable, its accuracy and completeness are not guaranteed and no warranty of accuracy or reliability is given or implied and no responsibility for any loss or damage arising in any way for any representation, act or omission is accepted by Coleman Wealth Pty Ltd or GPS Wealth Ltd or any officer, agent or employee of Coleman Wealth Pty Ltd or GPS Wealth Ltd.
Sharon Goodwin is an Authorised Representative of GPS Wealth Ltd AFSL 254 544, Sharon Goodwin is a Sub-Authorised Representative of Coleman Wealth Pty Ltd ABN 93 670 350 071, a Corporate Authorised Representative (455141) of GPS Wealth Ltd ABN 17 005 482 726
Licensee contacts
T: 02 8074 8599
A: Level 11, 45 Clarence Street Sydney NSW 2000