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Money literacy & control
Make your hard earned money work for you
If you are in your late forties or beyond, you have already given many years to working for money. It is important that you have retirement strategies in place to make that money work for you. You may already have a financial vision and plan in place, but if you don’t – it’s not too late!
Do you need advice on how to invest after retirement?
Whether it is brushing up on your financial literacy, finding a financial planner you can trust or getting basic advice on how to invest after retirement, Second Half Success has the resources to meet your needs.
Try these financial calculators to do some quick sums for yourself.
For more involved questions, contact us to see what service, information or referral may be right for you.
Leaving your legacy
As you plan for your own retirement lifestyle, it is also a great time to think about your loved ones. The more you do now in terms of estate, will and mortality planning, the less traumatic events will be for your family. Don’t run the risk of dying without a plan in place to ensure the people who mean the most to you are looked after the best.
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Believe that your second half of life can be more successful than the first? We do!
Talk to us about planning your second half so you can reap the rewards, satisfaction and peace of mind that ageing positively brings.
Click here for a no obligation, 30 minute consultation and make the most out of the second half of your life!
According to a 2006 survey, the main source of income for 44% of people already retired was government pension or allowance. By contrast, only 25% of people planning to retire expected that government pension or allowance would be their main source of income at retirement.
Australian Bureau of Statistics, 2006 Retirement and Retirement Intentions, Australia, August 2004 to June 2005 (6238.0), ABS, Canberra
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