No matter what your net worth, to ensure your family and financial goals are met after you die, it is essential that you have an Estate Plan in place.
Retire with Purpose
You’re retired, or close to it, and your focus has shifted from building wealth to making it last. Many of the biggest questions now are about lifestyle and family. Should we downsize? Can we travel in retirement? Should we cancel our insurances? Should we plan for higher care? How can we help our kids and grandkids? And do our kids know what we want?
Each of these decisions ripples outward. Downsizing can affect your super, your tax and your Centrelink entitlements. Planning for aged care ties into your estate plan, and into how well your family understands your wishes. Connected Advice keeps all of this working together, so you and your family have clarity and peace of mind.
Below is an example of how Connected Advice might work for someone at this stage. The questions at the centre are the kinds we often hear at this point in life. Each one connects to the areas of advice it involves, and to the specialists around the outside who may need to be part of the conversation.
Your own Retire with Purpose plan will look different, because it starts with your questions. Let’s
map it out together at your Annual Forward Planning Session.
