Elodus Financial

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Retirement Planning

Dreaming of your retirement?  A trip around the world, working when you want to, helping your children, a new home…

To enjoy your future and make your dreams a reality, you need to plan for your retirement as early as possible.

Whilst it may seem a ways off yet, the earlier you start, the greater the result.  It’s never too early, or too late, to start making a difference to your retirement.

What we offer

Elodus can help you sort out your finances, take a realistic look at how well you are prepared and develop an action plan that will help you to achieve your lifestyle and financial dreams.

We advise on all aspects of your retirement planning including:

Case study

Without taking any assets away from his business and no children that were interested in taking it on, Brian and Carmel wanted to retire but didn’t know how to go about it.  We worked with them to develop a retirement plan that included selling the business, building a new house, purchasing a new car and putting aside some of the proceeds for retirement.  After their house was sold and money was put aside for the construction of the new one, the remaining capital was contributed to Brian and Carmel’s superannuation funds and rolled into allocated pensions.

As a result of the strategies put in place, Brian and his wife now receive an income stream that allows them to travel regularly and live a very comfortable lifestyle.  The earnings on their investments are tax-free and they don’t pay any tax on their income streams.  They now have a much higher income and their capital is still growing.

More information

For more information, read our article on Transition To Retirement, or contact us today.

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