Wanting to retire?

Everyone wishes for their retirement years to be comfortable and to be able to easily afford the things they love to do.   We can help you to decide when you can afford to retire, ensure your investments are set up appropriately for this important new stage of life and assist you to keep things on track over time.

Considering a move to a retirement village?

Retirement Villages can a fabulous way to downsize, moving to an easy-to-manage home and joining a social and vibrant community.   However, such a move can have very significant financial implications.

If you sell your home to fund the move and have significant funds left over, these can reduce your age pension and so cause cash flow issues.   The pricing structure at villages can vary very significantly and many now offer you several options – sometimes you can pay more going in to reduce the fees when you leave, for example.

It can be hard to understand what is best for you.

AgeWise Financial Planning will help you to understand your options, work out what you can afford, help you to understand the financial implications of each option and provide you advice on how to best proceed with this exciting move.

Free booklet

If you would like us to post you a free copy of our “Moving to a retirement Communitybooklet, please contact us, or you can download a copy below.

Click to download