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    Home Page > Services Offered > Retirement Planning

    Retirement Planning

    Helping to Simplify and Secure Your Finances in Retirement.

    When you retire you have so many decisions to make. And these decisions are not just big decisions… they’re literally life altering!

    You have to decide where you are going to live, what to do with all your free time and how to spend or invest your money so that it lasts right through your retirement years.
    To make matters worse, people keep throwing all these technical terms at you – such as ‘Reasonable Benefit Limits’ (RBL) and ‘Eligible Termination Payments’ (ETP's).

    Retirement should be one of the most enjoyable stages of your life – a time to reward yourself for many years of hard work. It should be a time you can look forward to enjoying… not a time of uncertainty and confusion. Whether you are approaching retirement or have already retired, your financial planner can guide you towards the most effective solutions for your particular needs. Proper planning can help you to go through retirement with the confidence that you are financially secure.

    How can you Generate an Income in Retirement?
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    Your income need not stop when you retire
    How can you Generate an Income in Retirement?
    What is Retirement Planning?
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    Do you need Retirement Planning?
    What is Retirement Planning?
    What Payments Might You Receive When You Retire?
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    What is an ETP?
    What Payments Might You Receive When You Retire?

     

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      arrow Further Information
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    Are You Eligible for the Aged Pension?
     The government uses strict assets and income tests to determine eligibility.
    How can a Charter Financial Planner Help?
     A Charter Financial Planner can assist you in making your retirement planning decisions



    Who is Charter  | Financial Planning Info  | Services Offered  | Enquiries  | Authorised Reps  | Recruitment  | Important Information

    Charter Financial Planning Limited ABN 35 002 976 294 AFS License No. 234665
    Registered Office: AXA Australia Centre, Level 3 750 Collins Street, Melbourne, Vic 3000