AFPG - Australian Financial Planning Group’s Post

Maximising your super: A strategy for comfortable retirement Superannuation is your financial lifeline in retirement. At Poole Advisory, we specialise in: 1️⃣ Consolidation: Combining your funds to reduce fees. 2️⃣ Investment choices: Aligning your super with your risk appetite. 3️⃣ Retirement planning: Calculating how much you'll need for the future. Understanding your super can be the difference between just retiring and retiring well. Let's plan your future together. 📞 02 9063 5978 📲 Book online: https://lnkd.in/dSRdw_9J #pooleadvisory #superannuation #retirementplanning

Preparing for retirement can be a daunting task. And one that's easy to put off until 'tomorrow'. We can help you create a retirement plan that maximises your savings and provides you with a comfortable retirement. Don't put it off until tomorrow. Contact us to start planning for your ideal retirement. #PFGFinancialServices #FinancialAdvice #WealthManagement #Superannuation #RetirementPlanning #EstatePlanning #LendingSolutions #PersonalInsurance #InvestmentAdvice #MelbourneFinance #BrisbaneFinance #FinancialFreedom #WealthCreation #PropertyInvestment #SecureYourFuture #FinancialPlanning #TrustworthyAdvice #FinancialGoals

🔄 Transition to Retirement Pension Considering reducing your workload but still want to maintain your income? A Transition to Retirement (TTR) Pension might be the perfect solution for you! 💼✨ At Wealthy Me, we can help you understand how a TTR pension works and determine if it’s the right fit for your financial needs. Our expert advisors are here to guide you through the process, ensuring you can enjoy a balanced lifestyle as you transition to retirement. 🌟 👉 Speak to us today about whether a TTR pension is appropriate for you. 📞 03 9481 7040 🌐 www.investechwealth.com.au #RetirementPlanning #TTRPension #WealthManagement #FinancialSecurity #WorkLifeBalance #WealthyMe #FinancialAdvice #PlanAhead #TransitionToRetirement #SecureFuture

Retirement planning is not just for the wealthy—it's for the wise. Nearly 40% of people worry about not having enough money saved for retirement. Building a solid pension plan is essential for peace of mind. Start by assessing your current savings, projecting future needs, and considering options like fixed savings accounts. Remember, it's not just how much you save, but how early and consistently you do it. #retirementplanning #wealthbuilding #wealthcoachuae #savingstips #financialplanning #moneymanagement #dubaiexpat

3 steps to Transition to Retirement: 1️⃣ Understand your superannuation options. 2️⃣ Explore income streams to supplement retirement. 3️⃣ Plan your financial future with expert advice. Visit our website for more information. Share if you're ready for a secure retirement! #RetirementPlanning #Superannuation

Starting 1 September 2024, South Africa's new two-pot retirement savings system will impact all retirement fund members. So, what does this mean for you? One-third of your contributions will be accessible during your working years for emergencies, while two-thirds will be reserved for retirement. This change offers flexibility but also brings new planning challenges. Growth Vista is here to help you navigate these changes. Our expert financial management services ensure you optimise your savings and secure a stable retirement. - - - - - #RetirementSavings #GrowthVista #FinancialPlanning #SME #SouthAfricanBusiness #TwoPotRetirementSystem

Deciding between investing in property or boosting your super can be challenging.🏡💼 If you are planning for retirement, our latest blog compares both options to help you find the right fit for a secure and steady retirement income. Our team is here to discuss the best option for you and make an informed choice! Read more here 🔗 https://buff.ly/4eorFUx #RetirementPlanning #Superannuation #PropertyInvestment #FrontierFG #FinancialAdvice

Having a pension fund doesn’t mean you have a retirement plan… You need to know if your ‘pension pot’ will provide you with the income you need for a happy retirement. So it's important that you prepare for the life you want to live when it’s time to stop working. Understanding the options available to you (and making required changes) can ensure you have enough ‘in the pot’ when you need it. #financialplanning #financialsecurity #retirementplanning #internationalwomensday2024 #ad

Forge a robust retirement plan to safeguard your professional legacy! Initiate retirement savings through your employers pension, and engage seasoned financial advisers to craft personalised retirement blueprints. Lay the foundation for a prosperous post-career trajectory today! #RetirementPlanning #ProfessionalSuccess #SecureFuture #IFA #Cardiff #Aberdare #Pension   *Investments carry risk. A pension is a long-term investment not normally accessible until 55 (57 from April 2028). 

Defined Benefit Super Funds Explained – Should You Stay or Should You Go? If you’re one of the lucky few still holding a Defined Benefit Superannuation Fund, it’s time to understand just how valuable it could be for your retirement. Instead of riding the highs and lows of market-based super funds, Defined Benefit Funds typically provide a guaranteed retirement payout. The formula factors in your salary, length of service, and an agreed percentage—no surprises here! But here’s the million-dollar question: Should you exit one? Secure, predictable retirement benefits could be the hidden gem in your financial future! #Superannuation #DefinedBenefitFund #RetirementPlanning #FinancialSecurity #AustralianExpats #Retirement