Pre-retirement & Retirement Planning

Pre-retirement planning

Many Australians are concerned about their financial well-being in retirement. With a growing trend of Australians retiring earlier from full time employment and generally living much longer, healthier and active lives than previous generations - your employer superannuation contributions may not be sufficient to achieve your retirement objectives.

At IFP we take into consideration all factors that impact your individual retirement goals when advising you of the most suitable strategy to maximise your income, minimise your taxation implications and optimise your Centrelink benefits. Our dedicated IFP Technical Investment and Research Committee, are aware of potential investment opportunities, market conditions, legislative changes, the latest strategies and ways to maximise retirement income.

With over 40 years of experience, our team of highly skilled professionals have worked extensively to develop a strong and successful retirement planning structure to benefit clients entering the next stage of their lives.