To achieve a comfortable retirement in Australia, your Superannuation balance needs to be sitting at $545,000 as a single, and $640,000 as a couple* by the time you’re 67.
And this puts you into a fairly standard level of living. Have you ever thought about what that would look like?
Do you think you’re on track to reaching that goal? Want more than a basic means to enjoy your retirement?
Retirement should be something you look forward to, not something you are stressed about. Whether you are still working, thinking about retirement or you are retired, we can develop a personalised plan for you that will take into account your current situation, maximise potential benefits, and provide you clarity on how to achieve your desired financial goals.
Around 65% of retirees worry about their retirement income**. If you get your Superannuation right, it has the potential to provide you with great tax saving benefits, as well as ensuring your retirement can be stress-free. Superannuation doesn’t have to be complicated.
Holmleigh Financial Planning can help you:
Put yourself first.
Make the first step towards a stress-free retirement and book a complimentary call by clicking the button below.
Your health and earning capacity are the two most important assets you have. Insurance cover will ensure you are protected if the unexpected occurs and you are unable to provide for your family.
Insurance forms the foundation of a robust financial plan.
There are four different types of Insurance, and understanding their benefits is key to ensuring you are protected for whatever emergency may occur.
Find out how you can arrange suitable insurance cover to keep your family, assets and income protected. Book a complimentary call by clicking the button below.
Estate Planning is a crucial element of a complete financial plan and can often be overlooked. Estate planning is the process of distributing, protecting and growing your wealth in the event of your death.
It can help lessen the stress on the family, and ensure ongoing financial security for your family and loved ones. Creating an estate plan is not just a financial journey, it’s also a legal journey, and can be quite a lengthy endeavour. At Holmleigh, we make this as stress free as possible.
We can assist you to put a plan in place that ensures your estate is appropriately distributed and your final wishes are met.
Book a complimentary call so we can see how we can help by clicking the button below.
The trusted name in financial advice in Port Stephens
For over 14 years I’ve been helping people like you make smart, informed financial decisions. Running my own practice allows me to provide tailored solutions and simple plans for financial success.
Poor advice from inexperienced advisers can result in setbacks, compromise and uncertainty. As a Certified Financial Planner, I thrive on utilising my vast experience to help clients avoid poor investment decisions that could cost their ideal retirement.
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