Retirement Planning

Assess all options available to you

Your retirement funding can come from many sources in addition to your superannuation nest egg. Our role is to look at what is available to you in retirement and what level of income it will provide you on a weekly basis. Once we understand this and what your goals are for your weekly income, we will put together a comprehensive plan to fund your retirement years.

Maximise the benefits of a tax free income
We are able to structure retirement for many clients in a manner that they will not have to pay tax on the earnings of their funds or on the income they draw to meet everyday expenses. By managing your financial affairs in a such a manner, you are able to enjoy your full spending potential.

Maximise any Centrelink benefits
Centrelink benefits come in various forms; from fortnightly income payments to concessions on payments of pharmaceutical needs or utilities such as rates on your home. We always strive to obtain the maximum benefits from Centrelink for now and for the future.

If you have further questions, please give us a call or use the enquiry box to send us an email.

We can guide you in the right direction...

Life is unpredictable. If you don’t have a financial plan in place or your current plan no longer matches your circumstances, AMEGA Financial Solutions can guide you back on track to realising your goals. No matter what stage you are at in your life, our team can step in and sort out your financial affairs to ensure you are taking advantage of all the opportunities that come your way and have financial security.

Quick tips & Advice

What are super contributions?

What is an allocated pension?

What is personal financial advice?

What is an offset account?

ASCK Pty Ltd (ACN 105 450 566), trading as AMEGA Financial Solutions is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited Australian Financial Services Licensee and Australian Credit Licensee 232 706. General advice warning: This website contains general information only. It does not take into account your objectives, financial situation or needs. Please consider the appropriateness of the information in light of your personal circumstances.

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