Pre-Retirement Strategies - Ambrose - Values based financial advisory
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Pre-Retirement Strategies

in Pre-Time Freedom
2

Pre-Retirement Strategies

These years are a time of preparation, confirming your priorities – asking how much is enough and how do I most effectively save for a secure future over the long-term.

This is a stage of building or consolidating your asset base – the expense of putting the kids through (or nearly through) school means the budget starts to ease and the opportunity to save needs to be balanced with lifestyle choices.

You’re likely to focus on:

  • Cash reserve strategy development and implementation
  • Salary sacrifice and other retirement plan strategies
  • Saving, investing and protecting your capital
  • Superannuation strategy advice and investment for retirement
  • Housing upgrades or renovations
  • Investment property and managed investment strategies and comparisons
  • Tax planning, management and coordination with your Accountant
  • Asset accumulation and asset matching advice
  • Debt planning and elimination
  • Estate planning
  • Business asset coordination including exit strategy planning
  • Structuring advice and coordination