Will I have enough?

This is the number one question we get asked by retirees, closely followed by, what if I run out of money?

These are legitimate questions with 7 out of 10 Australians not being able to self-fund their retirements. The starting point for answers to these questions is what do you want to do in retirement? What do you want your life to look like? Do you want to travel, spend more time with family, or live simply? From this we can determine how your finances can help you to do these things rather than control what you can and cannot do.

DPM Financial Management can help you to manage your finances to meet your retirement goals, maintain your income and lifestyle in retirement, conserve your assets and savings and protect your legacy.

  • Prioritise and control your funds
  • Maximising Centrelink benefits
  • Protecting your funds
  • Legacy planning
  • Reviewing your assets and investments
  • Planning longevity of capital
  • Establishing retirement income streams