Retirement Planning

Living not Surviving

Genesis works in partnership with you to offer a complete solution to ensure your future retirement needs become a reality. Leaving this to last few years of your working life often leads to unnecessary anxiety and confusion about your future.

Using our personalised advice process we will work with you around decisions that you may need to make like:

  • When do you wish to retire?
  • When can you afford to retire?
  • What lifestyle do you want in retirement?
  • Should you work longer to transition to retirement?
  • Do you wish to provide for others in your family tree from your accumulated wealth? Can you afford to?
  • Prolonging retirement planning to change from living in your home to looking at Aged Care solutions
  • Engaging your family to ensure that your wishes are carried out if you are unable to make decisions.
  • Any other complexity that you need to discuss.

The more you are able to explore this part of your life the better we can design a plan to get the “best” outcome for you.  We are here to help you understand what money, planning and advice is needed to make it your reality.

if questions like these are playing on your mind and you’d like some assistance to make a sound financial decision

Contact us