Financial Planning for Retirement: A Step-by-Step Guide for Australians
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Rui Shi
This step-by-step guide helps Australian retirees and pre-retirees assess their finances, optimise super, and plan for a secure retirement, providing a clear starting point for retirement financial planning.
You'll get a step-by-step guide to assessing your finances, optimising super, and planning for a secure retirement, giving you a clear starting point for informed decisions.
Assess Your Financial Position – Understand your assets, liabilities, and super balance.
Set Retirement Goals – Estimate costs, define lifestyle needs, and plan your income.
Optimise Your Super – Explore contributions, investment strategies, and consolidation.
Plan for Income & Savings – Learn strategies to maximise retirement income and reduce tax.
Clear & Actionable Steps – A practical, no-fluff guide to help you take control of your retirement planning.
Size
249 KB
Length
1 page
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