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Invest Blue is passionate about helping people reach their goals and dreams by providing quality, tailored financial advice.

Retirement planning

Life after full-time work should be all you’ve dreamed of – after all, you deserve it for all that hard work. We all want to live a happy, healthy, purposeful life after full-time work but retirement means different things to different people. Whether it’s cruising the world, spending more time with the grandkids, caravanning around Australia or volunteering in your local community, we all have different ideas of what the second half of our lives looks like.

That’s why planning for retirement is so important. You want the comfort of knowing that your future is under control and that you can do all those things you’ve dreamed of for all those years.

How We Can Help You

Invest Blue will work with you to develop a plan to make your retirement an enriching one.

We can help you:

  • Identify your goals – what are your plans for the second half of your life?
  • Prepare for the lifestyle change
  • Review cashflow / income requirements
  • Put plans in place to make your money last in retirement
  • Maximise government benefits
  • Review your health / house / care requirements
  • Review your estate planning

What you need to know

This information is provided by Invest Blue Pty Ltd (ABN 91 100 874 744). The information contained in this article is of general nature only and does not take into account the objectives, financial situation or needs of any particular person. Therefore, before making any decision, you should consider the appropriateness of the advice with regards to those matters and seek personal financial, tax and/or legal advice prior to acting on this information. Read our Financial Services Guide for information about our services, including the fees and other benefits that AMP companies and their representatives may receive in relations to products and services provided to you.