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Pre-Retirement Planning

Have you considered how your retirement income will be met?

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Security to The Very End

Deciding when to retire is one of the biggest decisions you will make in your working life.  It is a choice that will depend on your certain factors such as lifestyle, aspirations, family and your debt. When you’re planning for retirement ask yourself these questions:

  • What do I want my retirement to be like?
  • Am I in good health?
  • Will I have additional income sources during my retirement?
  • How much debt do I have?

How We Can Help

With KPS Wealth, we can provide advice to help you achieve your retirement goals such as:

  • Living comfortably with peace of mind
  • Having your money last
  • Managing your investment risks
  • Accessing the Age Pension

Depending on where you are in your life, we can help you transition to the next stage of your wealth creation.  If you’re retiring soon or you’re a long way off from retirement, we have a selection of strategies to share with you today.

Working with Mark Spicer of KPS Wealth has been an extremely positive experience. We have a better understanding of what is required in preparation for retirement.

We feel more in control of our finances and cashflow, with a long term plan to deliver our desired  lifestyle. Restructuring our investments and changing superannuation companies was handled completely by Mark, making  it all very easy.

Mark is professional, extremely knowledgeable, providing advice which is customised and specific to our needs. We would have absolutely no hesitation in recommending Mark and KPS Wealth.

- David and Lyn C.

To start you on your personalised financial plan, Contact Us today. Financial planning is for the long term, and so are we.