Comprehensive retirement planning including the successful implementation of your plan will lay the foundation for a more enjoyable retirement.

At WealthMarc we encourage clients to plan retirement well in advance and note that the ability to retire is often a more common goal than retirement itself. What we have found is most working people would like to be in a position where their passive income meets their desired lifestyle and therefore they go to work each day because they want to and not because they financially have to.

In managing your retirement plan, we take a centralised CFO role so we are your key contact for all financial matters and provide a truly integrated solution to your needs. This is a role we encourage and embrace.

• Develop a retirement plan (roadmap) that is revisited periodically until retirement commences
• Keep abreast of legislation changes to ensure utilisation of every possible strategy
• Plan a possible transition of investment assets over to higher income yielding assets

• Cash flow management and/or budget planning
• Spouse superannuation contributions splitting
• Transition to Retirement Pensions
• Salary sacrificing or personal contribution opportunities
• A personalised investment portfolio both inside and outside super