Pre-Retirement

Make the Most of Your Super as You Transition into Retirement

The 5-10 year pre-retirement plan is critical in determining what income you will receive in retirement. Working out whether you have saved enough for retirement, and if not, what you can do about it NOW.

Chris Smith

Senior Financial Planner, SMI Financial Solutions

Get in Touch with us Today:

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I'm Interested in:

Why Choose Us?

Some of the common questions
I am asked are things like:

These are all important questions that need to be looked at to ensure you retire with the income you need.

We recommend to plan for your retirement as early as possible;
SMI can help you implement an appropriate plan and begin the transition to retirement with ease.

Contact SMI and start crunching the numbers today to secure your retirement income!

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FAQs

When you’re looking into your finances, there are many questions that come to mind. These are just some of them:

What does it cost to get advice?

The complexities of your finance will determine what the overall costs will be. In the first meeting where we discuss your goals and objectives and what you are looking for, is at out expenses, and it’s not a cost to you. Only after we determine how we can help, and if we can provide value to your situation will we provide you with a cost summary or what it will cost if you were to proceed. There is no obligation to proceed if we are not the right fit for you.

Whilst we like to meet our clients in the office, we do offer people the opportunity to work digitally giving people the flexibility of what’s most suitable for them.

Our business hours can be flexible as we understand that people work different schedules. That is why we offer online appointments, and we can open the office on Saturday to assist time poor individuals, we want to make great advice accessible.

Testimonials

Chris and the team have done a fantastic job at setting me up for a secure financial future. I now have my super working as an asset which is generating income. Chris is a straight shooter and provides flexible meeting times and locations.

Neil T.

The Team at SMI are simply the best!! professional, knowledgeable, are great listeners and communicators and the really understand my needs for the here and now and the future. Above all they provide a friendly and convenient service and are truly genuine people. Would recommend them in a heartbeat!!

– Toby R.