Retirement Planning

The sooner you start planning for your retirement, the better lifestyle you will enjoy at the end of your working life.

See yourself
retiring soon?

At Rocket Wealth Management, we consult with you to evaluate your current position and assess your goals and objectives to determine whether you can meet them. We then develop the most appropriate strategy for your personal situation to maximise your retirement options and make the most from your investments.

A key goal for anyone is to be able to retire in style and the key to making sure you have an enjoyable retirement is taking the time to plan ahead. The sooner you start planning for your retirement, the better lifestyle you will enjoy at the end of your working life.

Our retirement planning services can help you to plan and manage your financial situation. Talk to us about how you can maintain a regular income, enjoy life and retire with confidence.

Transitioning into Retirement

You no longer have to retire on the day you turn 65. The day you stop working is now in your hands. At Rocket Wealth Management we like you to talk to us about your goals and so that we can put in place a strategy to ensure that you can take control of your retirement date or delay your retirement.

Managing your Retirement

Reaching your retirement is a significant milestone, and it’s important you live the life you want to. There are still many ways to make the most of this stage of your life and you might have a few questions.

Where should I invest my money? Should you leave it in super or start an income stream? Take the annuity or pension? How good are Retirement savings accounts?
Do I pay tax in retirement? It depends on how the money went into your super, how you take money out and how old you are. At Rocket Wealth we look at ways to minimise the tax impact.
How much can I withdraw from super? What are the minimums and maximums you need to be aware of.
Preparing for residential care. Looking for aged care can be difficult and there’s lots to consider. Being aware means being prepared.
Estate planning. Good estate planning isn’t just about making a will. It’s a good way to take stock of your finances.

For more information about how Rocket Wealth Management can take you through your retirement planning, contact us today.

Ready to talk? Book an appointment today.

With our experience in finance and mortgage broking, our aim is to deliver the right strategy for your circumstances, and make the process as simple as possible.

LET'S TALK

Our Past Clients

“We are super impressed with the results we’ve had after working with Ben at Rocket Wealth Management. They added a level of personalisation & have simplified the process of wealth management for us. The work ethic, great communication & keen attention to what the customer needs individually set them aside from the others. The whole system has actually been a breeze to use. We’ll definitely be suggesting Rocket Wealth Management to our family & friends in the future.”

-T Logan & S Kinnard Para Hills SA

“We were unsure what we should do in our situation, we had a heap of questions and were unsure about what we should do. Rocket Wealth Management helped us, gave us great ideas that he hadn’t thought of and now feel so much better and more relaxed and happier about our situation and where we are heading.”

-S Hedges Vally View SA

“I very much appreciated the personalised advice and ongoing support given by Rocket Wealth Management”

-J Dawson Mawson Lakes SA