Retirement Planning

It's never too early to start planning your retirement or perhaps you are already retired and needing some guidance on your current pathway.

Progressive Wealth Solutions specialises in helping our clients plan for, enter and enjoy retirement.

We are able to assist those planning towards this exciting time in life with a Transition to Retirement (TTR) strategy allowing you to draw an income from a pension if you are over preservation age and still working.

By tailoring a plan based on your individual needs we aim to make the transition from work to retirement as easy as possible.

Establishment of an Account Based Pension Plan on retirement and assistance with Centrelink for those eligible for government benefits, we aim to ease the confusion and paperwork burden of this process as we know this can be a stressful and time consuming task for some.

A financial plan incorporating retirement planning can not only assist you in achieving your financial goals, it can simplify your finances and allow you to retire and enjoy a comfortable lifestyle during your senior years, with half yearly or yearly review options extended to you to ensure your finances remain on track.

If you are seeking help with Retirement Planning, please contact us for full options.

Ready to start planning?