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PhoneIcon 02 4267 3100 (Thirroul)
EmailIcon planning@ksap.com.au

Retirees (age 60+)

You are: Your working days are gone and you are looking to enjoy lifestyle and make sure your hard earned savings last as long as possible.

Typical Concerns and Risks:

  • Wanting to maximise Government benefits, like Centrelink’s Age Pension
  • Cash flow is king! Needing an income stream to meet lifestyle
  • Will your savings last the distance, you want to enhance the longevity of your wealth considering the eroding effects of inflation
  • Estate Planning, making sure your money goes to the ones you want in the most tax effective manner

Areas to Advise you in:

  • Centrelink – enhancing any benefits
  • Estate Planning – Wills
  • Enduring Powers of Attorney and Guardianships
  • Intergenerational wealth transfer
  • Pension and Annuities
  • Accommodation – Nursing Homes