Pre-Retirement and Retirement Planning

TRANSITION TO RETIREMENT WITH CONFIDENCE

Did you know that you may be able to access your superannuation while you are still working? Are you thinking of reducing your work hours but still need income to cover lifestyle and debt obligations? Then a transition to retirement (TTR) strategy may be appropriate for you.

Carrington specialise in helping people transition to retirement. A TTR can be a tax effective strategy that allows you to draw an income stream to cover your expenses and build your superannuation at the same time. There are a range of rules and regulations to be able to commence a TTR based on age and working status. But don’t worry, at Carrington Financial Services our experienced team will determine if are eligible and support you through the whole process.

CREATE YOUR RETIREMENT PLAN

At Carrington Financial Services, we help you to structure your finances to ensure you have a bigger purpose once you stop working. We understand that money is just one component. Other goals and objectives are just as important, whether they be overseas travel, a home renovation, spending time with your grandchildren, or simply looking after your health.

A good retirement plan will allow you to have more emotional energy to focus on what is most important to you.

Our financial planners are ready to discover what is important to you and what retirement lifestyle you would like to have. Helping you to reach a successful retirement is what motivates Carrington the most. Remember, planning your financial retirement plan will allow you to feel confident that you can enjoy your retirement peacefully.

At Carrington, we believe retirement is a journey, and not just a moment in time. Life has a way of throwing many curve balls,
and we want to be with you every step of the way, no matter what happens.

 

 

Make sure you’re guided by our friendly and experienced financial planners

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