Retirement Planning Advice in Lithgow

RETIREMENT PLANNING ADVICE

Planning your retirement is a conversation many clients don’t consider until they reach their mid fifty’s.
If you are retired or approaching retirement, having a Financial Plan in place will remove the stress and confusion of transitioning from working so you can retire, to enjoying that well deserved retirement.

The process of converting your superannuation into a pension is a tax effective strategy many retirees use to transition to retirement.

Wollemi Wealth Management walk you through the process, explain the benefits available and together we implement the retirement plan.

Our strategies include:

Converting your superannuation to pension – If you are age 60 and over, your pension income payments, investment earnings and any lump sum withdrawals are all tax-free.
Provide you with a Fixed Income Stream so you can have certainty of income in retirement.
Calculating Centrelink Aged Pension entitlements to supplement your Retirement Income
Assisting you apply for the Aged Pension and the Seniors Card with Centrelink

Get prepared for retirement with our expert financial advice.

Consolidating my super was so much easier having someone take care of it for me. Now having just one fund, it’s a lot easier to see my balance grow.
Michael NMelbourne
First it was just Mark’s Super, it was an easy choice to consolidate my super and let Mark manage it as well. We’re saving on fees and with little kids it’s great to have our Financial Adviser come to our home for meetings.
Mark & GemmaWallerawang
Mark has been there every time when we needed him, our whole world changed when I lost my job, the transition to Retirement was seamless and now we are enjoying our life together and we know our Pension is well looked after.
Wayne & Shalene M.Lithgow
We really enjoy dealing with Mark, he’s always looked after us and we trust him. That’s an important quality we felt from the start.
Nigel & Joy H. LlanarthBathurst
"It was awful when Mum & Dad went into Aged-Care, I didn't know who to ask, who could help me? Luckily I discovered Mark was an Aged-Care Accredited Specialist and it really made it so much easier. He help me navigate the fees and explained it to me in a way that it was easy to understand, I'd recommend Mark to anyone"
Deb GrantLithgow
I felt very confident that Mark was handling my super. Very professional and prompt. I felt reassured following his advice on all my financial situations. Pleasure to be doing business with him.
Jason Russell
Previous
Next