Financial Advice

Making Work Optional

Can you afford to stop working and if not, when will it be an option?

For many Australians, a big frustration is not knowing the answers. And yes, sometimes it takes a team to provide you with a definitive timeline you can feel confident in. Having to significantly drop your standard of living in retirement should not be necessary if you have a properly managed plan in place, and if the answers to these questions have been carefully evaluated. Is sooner better than later to have these questions answered? Most definitely; the longer you wait the harder it will be to make up the gap between your superannuation, savings and investments and the income you will need.

Once you’re well into retirement phase, it also helps to ensure that your spending decisions match the strategy you have put into place; life will always throw surprises that need to be managed, and these curve balls needn’t equate to unnecessary pressure. 

At RFS Advice, we want our clients to enjoy their retirement.  We want you to confidently make informed spending decisions, and we understand the need for flexibility to cover the unexpected. What we mean to say is, we don’t believe in crystal balls! We believe in planning for the unexpected and prioritising your retirement dreams (have you read about the RFS Dream Board?).

How do RFS Advice help clients ‘make work optional’ sooner?

We will be the ones worrying about investment returns and managing the risks that occur in all asset classes, and we will be there to provide sound measured advice on maintaining your lifestyle. Above all else, you will need income and our ‘Private Net Wealth’ program is how we build and protect your retirement assets.

The first step is designing your ‘Retirement Plan’. Setting realistic goals and time lines around your ‘Retirement Date’, which means you will need to know how much money you need and what income you will require. With a carefully curated plan you will be amazed at what you can achieve in a relatively short time, and the impact that this will have on your standard of living during the retirement phase.

Our initial consultations are provided at our cost, so come and speak to one of our retirement specialists if you’re yet to see the benefits of a managed retirement plan.

Make an enquiry today

You can arrange an appointment with RFS Advice today by filling out the form below.

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