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Smooth Transition into Retirement

  • Is going to work each day optional now?
  • Can you afford to retire?
    • If not when can you afford to retire in the future?
  • What activities are you doing or can start to do now, that you will continue to do to help ease into retirement?
    • Will you continue to work part time, do you need to?
  • How much you need to meet your retirement lifestyle per annum?
  • How much capital/investments you need to fund your lifestyle, to ensure that your funds will outlive you?
  • Should you be making additional superannuation contributions now?
  • What’s your superannuation fund invested in? Do you want to invest in more socially responsible investments instead?
  • Do you or not enough to meet your retirement goals?
  • How will you be decreasing your level of risk in your Superannuation Portfolio?

Make Work Optional

Financial advice to help you live on your own terms, with confidence and freedom.

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  • info@makeworkoptional.com.au
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Make Work Optional Pty Ltd is a Corporate Authorised Representative of Vinarc Pty Ltd ABN 92 609 798 683 AFSL 484222

General Advice Warning – The information on this website is provided as general advice only and does not consider your objectives, financial situation or needs. Before acting on any information, you should consider whether it is appropriate to your circumstances. Where the advice relates to the acquisition of, or possible acquisition of, a particular financial product, you should obtain and read the relevant Product Disclosure Statement (PDS) before making any decision.

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