Financial Planning for Pre-Retirees

Pre Retirement Planning

By your side on new adventures.

The next stage of your journey promises to be the most exciting yet.

With the kids now grown and your career established it’s time to put the spotlight back on you.

The team at Blenkhorn Financial Planning can help make sure your finances are secure and ready for you to start living the life you deserve. We can provide a complete plan that makes sure each arm of your finances is working hard and taking you in the right direction.

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This can include guidance on:

Wealth Creation:

We’ll provide you with tailored strategies that help create wealth and realise your dreams by optimising your earning potential and tax position.

Investment Advice:

We’ll help you assess which investments suit you now, and in the future, and take the stress out of choosing from the variety of options available.

Retirement Planning:

Retirement planning is a specialisation of Blenkhorn Financial Planning. We’ll work closely with you to find out what you want to be able to enjoy in retirement, and deliver a sound financial strategy to get you there.

Superannuation:

Few areas of investment are as complex and changeable as superannuation, but it is invaluable to ensure you maintain the lifestyle you deserve in retirement. We’ll help you navigate using the latest intelligence.

Aged Care:

Making the decision to use aged care facilities and services for our family, or ourselves, is often difficult. Understanding the options and financial implications can be even more so. We will help you navigate through this challenging period. Our aim is to help you find the very best solution for your needs.

Protection and Peace of Mind:

Insurances like Income Protection, Death & Total and Permanent Disability and Trauma/Critical Illness are all vital covers to have to protect your family, and provide invaluable peace of mind. We’ll help you understand what cover you need and why. You don’t need a large income to benefit from the services of a financial planner. We help make your money work smarter for you, and can create a plan to work towards achievable goals, as well as show you how to protect the lifestyle you’re working hard to create.
My wife & I engaged Paul to set up arrange and manage our transition into retirement fund. Paul’s knowledge of managed funds and insurances, has been of enormous help to us in arranging our retirement plans in these volatile markets.

We are very satisfied with his services and look forward to working with him in the future. Paul Carroll

Let us help make sure your financial strategy is ready to support your new adventures.

Call us on 9997 7007, or contact us online, to arrange an initial, no cost to you discovery meeting, and together start creating the next phase of your journey.

Contact us online