Financial Consultants in Battery Point, TAS with website
Find accurate info on the best financial consultants in Battery Point. Get reviews and contact details for each business, including phone number, address, opening hours, promotions and other information.
Showing results: 1 - 2 out of 2
Showing results: 1 - 2 out of 2
Results from the 'Financial Consultants' category in Battery Point
Open now
42 Sandy Bay Rd, Battery Point, 7004
(03) 6240 1575
Using superannuation to replace your salary when you retire is not easy under Australia's ‘lump sum’ retirement system. Spend too much and your saving will run out. Spend too little and you’ll forfeit the lifestyle you worked hard to achieve. The balance needs to be ‘just right’ and include techniques to take uncertainty into account. The biggest retirement decisions, like how much to save and when you can afford to retire, are hard. This is because people don’t know how long they will live or what investment returns will be. It means they can’t calculate how much they need to retire, or how much they can safely withdraw from super each year and not run out later in life. So how can Australians answer basic questions like: - How much do I need to retire? - When can I retire and be financially secure? - Am I saving enough? - How much can I safely spend each year in retirement? We call these the Big Retirement Decisions and Jubilacion can answer them for you. To answer them you need a sophisticated financial projection. Jubilacion support the 'middle Australia' group as they approach and then enter retirement. We do this by carrying out financial projections for your unique situation. We look at all your sources of income, map them out year by year to work out what’s coming in and what will go out. We look at if markets perform poorly or if living costs go up. And we help you explore decisions such as retiring earlier or later, putting more money into your super, or working part time for a number of years. It's all about making sure the amounts match up to the income you need to fund your retirement lifestyle - for life. Check out our website to get a free trial of this service. 