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

in Planning Strategies
2

Post Retirement Strategies

These years are a time for peace of mind, time with kids or grandkids, travel and adventure, and a focus on activity and good health to enjoy your time.

This is a stage of protecting and preserving capital, reducing risk and is based around clarity of what you need and confidence in your strategy.

You’re likely to focus on:

  • Cash reserve strategy
  • Protecting your assets keeping in mind inflation
  • Allocated pension strategy advice and investment
  • Inheritance tax mitigation
  • SMSF investment advice
  • Simplification and coordination of finances
  • Housing options that support independence and quality of life
  • Estate planning and planning the transfer of wealth
  • Structuring advice and coordination