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Retirement planning is the proactive steps you take to make sure you can live the lifestyle you aspire to when you retire.
Whether you plan to retire early at 40, or well into your 60s, it’s never too early or too late to start planning for retirement. In fact, the moment you receive your first superannuation contribution is the moment you should consider getting advice on how to maximise your return and minimise your risk over the long term.
Our pre-retirement video with RSM Financial Planner, Lindsay Walker, sets out the eight simple steps to get you started on planning for the retirement you want.
At RSM, we have retirement planning experts across Australia who would love to help you achieve your retirement goals. We will work with you to:
Consider whether you can:
- Evaluate your current investment strategies
- Calculate your existing assets, including super amounts
- Devise an achievable strategy
- Show you how to execute it
- Meet with you annually to re-evaluate it
A dream is only a dream until you take practical steps to make it happen. And we can show you how to take the right steps at the right time so you can see your retirement dream come true.
Book a free consultation with an RSM retirement planning expert today. Simply contact your local RSM office ➜
It is never too late or too early to plan. Even if you start 20 years ahead, you can set personal and financial goals and develop strategic plans for what you want from retirement.
This article has been prepared by RSM Financial Services Australia Pty Ltd ABN 22 009 176 354, AFS Licence No. 238282.
As everyone's circumstances are different and this article doesn't take into account your personal situation, it is important that you consider the above in light of your financial situation, needs and objectives, and seek financial advice before implementing a strategy.
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