You have decided to sell the business or retire from your profession or your job but what will your life in retirement be like?
Do you have enough in superannuation, investments and savings to support the lifestyle you want? What lifestyle do you want? Will these funds last until you die? Will you be travelling, changing houses or requiring a new car? What effect will this have
on your future income? What about the children or grandchildren's inheritance?
All these questions and more come flooding into your mind when you think of retirement. This can seem overwhelming and lead to concerns of "Where do I start?"
Charts Partners has what we call the "Retirement Health Check", which examines all these areas and more (e.g. wills, powers of attorney etc. in conjunction with your lawyer) so that you know how well you are positioned at the moment and
into the future. We take your present situation and all your personal circumstances and future requirements into account to arrive at a plan for your retirement. However, like any plan situations change, so we also regularly revisit this plan to ensure
that it is still providing for your requirements and adjust it where necessary.
Contact Brenton, Lynda or Ken to conduct your retirement health check.