Retirement Planning

Retiring on your own terms is not always easy to achieve, however it is evident that those who plan for retirement are more likely to do so. Results also show that obtaining professional help during the pre-retirement years further improves the probability of achieving your retirement objectives. The earlier you start implementing a plan the better the outcomes.

During your working life an income is always required for day-to-day expenses when raising children, repaying a mortgage, together with a myriad of other lifestyle costs.

Retirement planning is about the lifestyle you will have when you stop working and receiving an employment income.

Planning focuses on issues such as when you wish to retire and your required income throughout retirement, entitlements such as the Age Pension (both Australian and sometimes also the UK State Pension), strategies to enhance your pre-retirement savings, estate planning and protecting your family.

Planning properly is becoming ever more important especially now we are expected to live longer.

At Vista Financial Services, we will provide the time and expertise needed to help you implement the best financial strategy possible.