Pre-Retirement – elementor
Pre-Retirement Make the Most of Your Super as You Transition into Retirement The 5-10 year pre-retirement plan
SMI can assist you with creating and implementing your budget, to help you track your cash flow to ensure you stay on track to achieving your financial goals.
Pre-Retirement Make the Most of Your Super as You Transition into Retirement The 5-10 year pre-retirement plan
Investing Maximising your investments Over time, as we grow and our needs change—whether acquiring new assets, taking
Savings and investments are both strategies that share a common financial goal – to grow your wealth.
When you’re looking into your finances, there are many questions that come to mind. These are just some of them:
This really depends on your circumstances. What works for one individual could look different for someone else. Of course, debt reduction is wise but getting your retirement plan in order needs your attention also, if you haven’t addressed this, it is worth looking into.
This really is a case by case basis. Look into getting in touch with our team so they can review your entire situation in greater detail.
Well, this will depend on how much you need in retirement to maintain the lifestyle you currently live or what you wish to achieve in the future and how long you have before you hit retirement age.
Generally it is wiser to wind down your level of risk as you approach retirement, however this definitely depends on your personal level of comfort when it comes to investment, and it differs from individual to individual.
There could be, depending on your circumstances and what assets you currently own.
– Melinda F.
We lost 4 weeks trying to submit our claim with Centrelink, we were given the run around and were totally frustrated.
We went Went SMI by chance from a Google search. We were not sure if we had done the right thing at first.
Rebecca from SMI got involved and things mover forward. Centrelink direct contact with was misleading and gave us concern. Rebecca told us to follow their instructions and not to worry about Centrelink. The results that SMI achieved for us was outstanding. We received a result that was above our expectations.
– Peter F.
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SMI Financial Solutions Pty Ltd ABN 92 154 155 307 is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd, ABN 47 097 797 049, AFSL 236523. Christopher Smith (478941), Rebecca Chester (532123) and SMI Financial Solutions Pty Ltd (418006) are authorised to provide Credit Services with Connective Broker Services ACN 161 731 111, ACL384324. Infocus is not liable for any credit services provided by either entity. Information published on this website has been prepared for general information purposes only and not as specific advice to any particular person. Any advice is General Advice and does not take into account any person’s particular investment objectives, financial situation and particular needs. Before making an investment decision based on this advice you should consider, with or without the assistance of a qualified adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances.
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