www.inspiredmoney.com.au
Life Event:
Reach Age 60. We take you through the following steps to help you identify what areas are affected and what you need to consider. Making it: Explore tax free withdrawals from superannuation
Enjoying it: Understand the benefits of a transition to retirement strategy
We use your Income Plan to free up surplus funds to achieve your goal.
We use your Retirement Plan to help you achieve your ideal retirement.
Your income plan determines strategies to improve your cash flow through a combination of tax effective strategies and the efficient use of your income. The resulting surplus funds are then used to create wealth.
Your retirement plan identifies your income needs in retirement and the level of assets required to provide this income. We work with you to achieve and sustain the lifestyle you require.
Protecting it: Determine if your investment strategy should be more defensive
Preserving it: Implement a comprehensive estate plan
We use your Risk Plan to protect the things that are important to you.
We use your Estate Plan to ensure that the right assets, go to the right people, at the right time.
Your risk plan looks at what could go wrong in your financial circumstances and seeks to identify and where possible mitigate these risks. Some of the ways these risks can be managed are through implementing life insurance, recommending appropriate investments and possibly fixing interest rates.
Your estate plan articulates your wishes in the event of your death and determines a strategy to provide your family with funds in a tax effective manner and with asset protection as a priority.
“ If you want to live a happy life, tie it to a goal, not to people or things.� — Albert Einstein
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