Retirement

Time equals money, even in retirement, and 20 years or more can be a long time to have to support yourself. Compared to previous generations, we are now retiring earlier and living longer. Lucy McKillop & Associates offer a range of estate planning services including:

Pre & Post Retirement Planning
Planning for your retirement can begin at any age. It is better that you start sooner rather than later as this will provide you with more opportunities and better results. Lucy McKillop & Associates can assist you in planning your pre and post retirement goals. Retirement does not always mean leaving the workforce, some people choose to continue to work or work part- time well into their retirement.

Social Security Planning
If you are retired or planning to retire, Lucy McKillop & Associates can assist you with enquiries about social security entitlements.

Retirement & Redundancy Advice
When you leave your job, you will receive a number of different payments. How you use those payments could have a significant impact on your financial security and your lifestyle, now and in the future. Lucy McKillop & Associates can design a plan that will help you to make the most of those payments. The plan will show you how to generate competitive investment returns, maintain a secure income in retirement, minimise tax and, if appropriate, qualify for social security benefits.

For more information on Retirement Planning, please contact Lucy McKillop & Associates by emailing info@lucymckillop.com or by calling (02) 9542 2904 today.