Making the decision to retire is not always an easy one and there are many considerations that need be taken into account.  Having someone help you through this time and a step by step plan can remove a lot of stress from your life and ensure that the transition into retirement is a happy one.

Some of the things you may consider when retiring are:

  • Can I restructure my finances to maximise any government entitlements?
  • Where is my income going to come from now that I have stopped working?
  • Do I need to pay tax in retirement?
  • Will I have access to lump sums of money when retired?
  • Will my assets be passed on according my wishes when I die?

How we can help those that have either retired or are moving into retirement:

  • Provide advice around building a sustainable income source into your retirement.
  • Monitor your investments to ensure you are comfortable with any risks taken.
  • Provide regular updates about social security and changes that might affect you.
  • Identify the need to visit a solicitor or accountant for further advice.

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Our Financial Planning Hub Calculators & Forms

Caution: These calculators are provided by the Financial Planning Hub and are not provided, approved or endorsed by AMP Financial Planning. Using these calculators may provide a useful starting point. However, they are guides only and do not constitute expert, licensed financial advice. Calculators should not be used as the basis for any financial or investment decision. You can build a full understanding of your financial position by working with a qualified financial planner to develop a plan based on your personal situation. Contact us for advice tailored to your goals and needs.

You can access a range of fund managers through products approved by AMP Financial Planning:

Amp Capital BlackRock BT Investment Management Challenger Colonial First State Fedility Maquarie Perenial Investment Partners Perpetual Schroders UBS Vangaurd Investments Aberdeen Arnhem Investment Management