The kids have grown up and flown the nest, giving you the peace and quiet you’ve always dreamed of. Your life is your own again (most of the time) and you’ve managed to accumulate assets, enjoy a comfortable standard of living and a greater capacity to save and enjoy life.
The questions that arise most often with our Pre-Retiree clients are: do I have enough? How long will my money last? What if I run out? How can I protect myself? At DPM Financial Management we can answer all of these questions and more by working with you on strategies to reduce any gaps.
- What does a comfortable retirement for you look like
- How do you transition to retirement
- Restructure your assets to maximise Centrelink benefits
- Gain control of you finances for living
- Protect you, the family and the plan
- Inheritance planning