Retirement Planning

Retirement planning is a multidimensional field. Many of us approach retirement planning from only an investment point of view. This perspective is too limited for dealing with the diversified needs that we may have from our retirement plan.

At Blueprint Wealth Management we take into account following factors to formulate an effective retirement plan:

  • Employer provided retirement plans
  • Any Centrelink benefits you may be entitled to
  • Taxation issues
  • Insurance coverage
  • Investments
  • Health care requirements
  • Changes in lifestyle

We will work with you to set aside funds during your working life and to place those funds in secure tax effective investments with a view to achieving your retirement objectives.

If you would like more information on our retirement planning services or would like to discuss how we can help you achieve your financial goals please call (03) 9092 0664 or complete our  enquiry form.