Retirement Planning

One of the major concerns we encounter with new clients is not having adequate funds at retirement to allow them the lifestyle they desire & deserve.

Maximising the benefits of your superannuation is crucial when it comes to growing your wealth for retirement.  Strategies to do so can include salary sacrificing, after-tax contributions, pensions and establishing a Self Managed Super Fund (SMSF) if it is suitable to do so.

At Prospa Financial, we are very proud of the fact that we have helped countless clients carefully consider and implement their financial strategy for retirement.  Taking the time to assess your situation and to begin planning now may be crucial to achieving your desired lifestyle in retirement.

We can assist you with advice on:

  • Superannuation contribution strategies
  • Transition to Retirement (TTR) strategies
  • Tax effective strategies
  • Cash flow and debt management
  • Different Superannuation structures
  • Estate planning.