Retirement Planning

The most common question we receive at TP Financial is ‘How much money do I need to retire?

It doesn’t matter whether you’re just starting out or on the countdown to retirement, you need to think about retirement planning sooner rather than later.

Before you know it, you are going to reach an age when you are ready to look at retiring from the workforce, but what then?

The key to a financially secure retirement with certainty is to start planning for it.

Our focus is on helping clients to maximise the ability to achieve their aspirations and financial goals. This is done by discussing what is important to them, not just the money. This way the financial matters are combined with the personal aspects to create a plan that has true meaning to our clients. A thorough review process supports the financial plan in the future.

Our advice is focussed on what is important to you, both personally and financially.  

We can help you get your entire financial house in order and keep it that way. We operate on a fee-for-service basis where all costs are quoted up-front so there are no surprises.

We then establish our ongoing service for you. We have an experienced and high quality team dedicated to helping clients and continually improving our service to you. Our administrative team handle all paperwork efficiently and easily, making the whole process easy for you.

The first step is to identify what is important to you.

We start with your basic needs and work through to your aspirations, ambitions, wants and desires.  These latter points help us get a clear picture of your ideal life.

We also fulfil other important roles in this process.  These include advising what is realistic and if necessary, working with you to determine your priorities.  Also we will provide accountability and discipline help keep you on track.

All of this is aimed providing you with certainty about your current and future financial position.    

Being able to tell clients that you are on target to achieve their outcomes, gives us enormous satisfaction.  Advising someone that they are only working because they want to and enjoy going to work, rather than having to work for financial reasons is met with relief and appreciation from clients.

Helping you maximise the probability of achieving your aspirations drives us to produce our best for you.

How to start with your retirement plan 

To start making informed financial decisions to secure your retirement, call our friendly office to arrange a conversation with our financial advisor. Click to Contact TP Financial Advantage.