Menu
Overlay Graphic
we believe it’s possible
Invest Blue is passionate about helping people reach their goals and dreams by providing quality, tailored financial advice.
HomeILife StagesII’m enjoying my retirement

I’m enjoying my retirement

Congratulations on reaching such a wonderful lifetime milestone! Retirement should be all about you. It’s the time to live out long held dreams, spend time with the people who matter the most, relax, enjoy, indulge, explore….At this stage, it’s our role to help  you define your dreams and put an action plan in place so your finances support them. From appropriate use of your Superannuation, to Government funding programs  and asset management, we offer many strategies to suit your needs. We can also help you through the stage of developing a legacy plan so you can share your wealth now and in the future.

See the grandkids in their christmas performance (on the other side of the world), take the caravan on the road, order off the menu in french, move into the perfect home for 2….it’s possible.

 

how long will my money last?

things to consider:
How much can I spend in retirement so that my money lasts?
Any outstanding loans that need to be paid out?
Any shares or investment properties? Should these be retained or sold?
Do I want to move or have a sea change?
Do I plan to downsize my home?
What types of holidays am I planning (caravanning in Australia, five-star cruising, jet setting around the world)?
Are my income and assets structured to maximise Centrelink benefits?
What is the Pension Bonus Scheme and what are the eligibility requirements?
Apart from Centrelink benefits, will I be/am I eligible for anything else in retirement?
Are my will and estate planning arrangements up to date?
I'm already retired. Do I still need advice? It is never to late to have a great financial plan. You are not alone in this journey; we are here to help. A financial plan helps you be well-organised, stay on track and helps you to achieve your plans and dreams.
Heart Financial Health Check How healthy is your financial situation.