If you are considering financial advice and you are over 50, retirement planning is essential. You are no doubt wanting to also balance three generations of needs – your own, your children’s and even your parents’.

With complicated needs and less time to prepare for retirement, you can’t afford to receive questionable financial advice. You need someone like Zenith Wealth Management, with a proven track for results to advise and guide you carefully.

Retirement

Retirement is the time to reap the rewards of your working life. This is the time to indulge in hobbies or travel, enjoy your family and prepare for transferring your wealth. You’ll need to keep making decisions about your income and investments, government benefits, your super, tax and estate planning strategy. The last thing most retired people want is to spend their time worrying about these issues, yet many do in Australia.

When pensions were the norm, retirement was a much simpler proposition from a financial perspective. Unfortunately, pensions by and large have disappeared, shifting the risk of generating a steady stream of income to retirees. Maximising the likelihood that this stream of income remains steady and safe throughout retirement is the number one issue for retirees and near retirees. Zenith Wealth Management’s advice for 50s can tailor-fit your retirement plan to suit your unique needs and love the retirement you deserve.

How Zenith Wealth Management,
the leading Financial Planners in Brisbane can help

Planning what you want to do in retirement

Budgeting and goal setting

Accumulating enough wealth to enjoy a comfortable retirement

Debt management and investment strategies

Evaluating your superannuation

Superannuation planning

Changes in employment e.g. redundancy, part time work

Insurance

Health issues

Insurance

Providing for your children

Estate Planning

Increase your wealth with Zenith Wealth Management.
Talk to a professional today!

Imagine what it would be like to not have to think about your finances. Take a half-hour coffee break with our Founder and Director, Peter Chun to discuss how you can live the life you want.

We’ll do the hard work for you, but it starts with a conversation.