Optimising retirement strategies

Advice completed date : 9th September 2021

 

 

Mr and Mrs Van L sought holistic advice as they wanted to put
in place a plan for a comfortable retirement besides review
their insurance and super.
The advice analysis identified a combined $9,500 per annum in
insurance premiums. In addition to this, the advice identified
potential savings of $7,700 per annum in personal income tax.
Following the recommendations for retirement planning, a
personal investment portfolio was established. Mr and Mrs Van
L are projected to be debt free by age 60 (5 years before
retirement).