Setting financial goals as a couple
Tackling financial goals together can help a couple understand each other’s priorities, develop good saving and spending habits,…
Are you 10-15 years away from retirement and wondering...........
When can I afford to retire?
How long will my money last?
Should I pay off the mortgage or top up my super?
If I help out the kids, will it set me back?
How can I enjoy today and leave a legacy for the future?
What do I need to do with my money today
to make it possible?
Much more than money
You’ve worked hard and earnt a decent living, but have you ever stopped to consider what it’s all for?
And when it comes to your retirement, whether it’s years away,
coming soon, or already here…
The key to a secure future and a comfortable retirement is all in the planning. It’s about:
- Setting a grand plan for how you want life to pan out
- Getting your finances sorted so you don’t have to work for every dollar
- Making smart decisions and taking action along the way
7 Risks of Retirement Planning
To help make sure that a retirement portfolio lasts a lifetime, you will have to prepare for and manage the following common risks to retirement income.
“Organising your financial life is daunting, but having that person that knows what you want in life is the key”
Leslie Marquez | Pricing Lead – Consumer | Caltex Australia
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