Plan today…so you can have financial freedom tomorrow.

Retirement planning is all about financial freedom and organising your assets and savings into a plan which will meet your goals for retirement.

You might be retired for 20 + years so it’s essential to kick start your plan for now, and into the future. No matter what age or life stage you are, there are steps you can take today to help you achieve your retirement goals.

Retirement Planning

As you prepare yourself financially (and mentally) for retirement, there are some important considerations for your financial future.

We can help you by:

  • Looking at your current financial position and discuss your future goals

  • Analysing any taxation or superannuation laws, or Centrelink rules that will apply to your situation

  • Recommending investments that will help you achieve your goals

  • Creating a financial plan to guide your financial decisions

  • Providing advice on how you can still earn a regular income once you’ve retired

  • Explain how you can top up your income with Centrelink benefits

  • Provide advice on how to maximise your super – even after you’ve retired.

There are a number of things you can do in the lead up to retirement to make your financial future more secure.

Make Additional Contributions to your Super – You can top up your super with some of your non-super savings, making it a more tax-effective way to save. if you’re self-employed, or earning little income from an employer, or not working at all, you may be able to claim super contributions as a tax deduction.

Receive a Super Top-Up from the Government – If you earn lower amounts you may be eligible for additional contributions via the Government Co-Contribution. Visit the ATO website for more details.

Salary Sacrifice into Super – If you are an employee, you may be able to put some of your pay straight into super. Visit the ATO website for more details

Transition to Retirement – If you are aged 55 or older, you may be able to turn some of your normal income into a more tax-effective income from super. More details here

Are your retirement plans on track?

We can help you plan for retirement, no matter when you decide to stop working. Whatever your retirement goals are, we can help give you the best chance of doing exactly what you’ve always wanted to do.

While there’s no substitute for starting to plan early for your retirement, it’s never too late to get the advice you need. In fact, there’s some real benefit to getting professional financial advice before you plan to leave the workforce.

We can help you work out an effective retirement strategy and provide tailored advice to help you plan for your retirement, no matter your stage of life.

Request an obligation-free appointment today to discuss ways we can help make your retirement plans a reality.

I am a 75 yr old female. I recently sold a block of land giving me a sum of money which I considered my “last hurrah” (financially )……….I needed to protect it and use it well to assist with a more comfortable retirement. As I needed guidance with this action, I took the advice of a friend to consult with Reg Leis Financial Services. This was the best advice ever.

Reg Leis and Kym Edgar guided me gently and comprehensively through the process and I am now living a financially stress free life in the years of my lovely retirement.


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Providing professional Retirement Planning solutions since 1968

As a long term family business, we understand what it takes to build a great business and we’re passionate about helping protect your business and personal assets. Our expertise covers a broad range of risks and industries, meaning you get the benefit of professional insurance and financial advice, personalised service and solutions for your specific needs.

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