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Retirement

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Wealth Protection

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Invest in your future

Retirement planning

We can help you figure out exactly how much you will need to fund your new lifestyle

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We will look at your situation and offer tailored strategic advice to help you to achieve your goals. Retiring should be an exciting life milestone, unmarred by avoidable uncertainty.

Retiring without proper planning can be a recipe for financial disaster. Especially in the current market and political climate, it is very important to understand fully the implications of your financial decisions.

Goal Financial Services are well-versed in Pre-Retirement strategies to help you to maximise your retirement portfolio. We have your quality of life in mind during every step of our Planning Process. We consider retirement as that time in your life when working has become a choice rather than a necessity and our primary goal is to maximise your enjoyment of this new period of your life.

We will help you to build a financial strategy personalised to your circumstances.

We can help with:

  • Tax effectively building your Superannuation;
  • Accessing your Superannuation;
  • Superannuation consolidation;
  • Investment Advice;
  • Debt Reduction;
  • Establishing an appropriate Income Stream or Pension;
  • Maximising your Centrelink entitlements;
  • Tax effective Estate Planning.