PLANNING YOUR RETIREMENT
Whether you dream of buying a one-way-ticket around the world or spending your days basking in the sun with a crossword in your hand, it’s the freedom of knowing you have the finances to finally do what you want, when you want to do it, which makes the perfect retirement.
So now that you’ve paid off your mortgage and your kids have flown the nest, don’t let the burden of managing your financial future stop you from enjoying your new-found freedom, regardless of the way you want to enjoy it.
Because, after all, why should your kids have all the fun when you’ve now got the time and the money to take the ultimate round-the-world gap year?
A seamless transition to the retirement you want We put your money to work…so you can retire from work At Lifestyle Wealth Partners our 5-step end-to-end approach to retirement planning ensures you can maintain a comfortable lifestyle now, confident in the knowledge that we are putting your money to work, so you can retire from work.
We put your money to work…so you can retire from work Our 5-step end-to-end approach allows us to tailor a financial solution based on your needs and desires…a solution that provides you with the very best chance of success. And a solution that continues to evolves with your needs.
Our disciplined approach to helping you build and manage your plan for financial independence includes expertise in: Superannuation investment and rules
Investment options
Tax and retirement income strategies
Pension strategies:
Self-managed or retail super funds
Estate planning
Wealth management
Coping alone, after divorce or widowhood
And because retirement planning is a key part of our business, you can relax and enjoy your retirement, confident in the security of making the right decision…confident that every box is ticked on your retirement planning checklist and the peace of mind knowing you are safe and secure.
Are You Missing $300,000? An often overlooked, but very important aspect of financial planning is how simple saving strategies can really add up over time. Take the case of ‘Lisa’ and ‘Tim’, a couple in their mid-50s, who came to Lifestyle Wealth Partners for financial advice once they started thinking about their retirement.
“When we sat down to chat about their finances and I discovered they had paid off their mortgage nearly a decade ago, I cut to the chase asked them straight out, ‘where’s the missing $300,000?’,” says David Lunn.
“At first, Lisa and Tim looked confused, not understanding what I was talking about. Then, as the penny dropped, they literally turned white in front of me.
Are You Missing $300,000? “They realised I was talking about the $2000 a month that was no longer going towards mortgage payments, but had not been invested elsewhere once the mortgage was paid. The money had simply been frittered away, whereas if it had been invested wisely, Lisa and Tim would have been $300,000 richer.”
Luckily for Lisa and Tim, their story had a happy ending. With some simple budgeting strategies and careful and considered financial planning, the team at Lifestyle Wealth were able to get their finances back on track and accumulate enough wealth to ensure their comfortable retirement.
Working with him and his highly professional team has certainly taken the angst out of what could have a been – especially during the GFC – a stressful and worrying time. SUE AND KEN I have known and used the services of David Lunn for the past 4years, his role as financial advisor to myself personally and also to my company Goldenfruit Pty Limited. I have been very happy with the professional and honest approach in both personal and corporate applications especially during the volatile economy over the past few years. DAMIAN HENDRIKS, DIRECTOR OF GOLDENFRUIT PTY LTD The team at Lifestyle Wealth Partners have been an excellent source of good quality information and advice on all our insurance and wealth planning matters. This has been especially valuable in recent years when times have been somewhat turbulent.
LISA & BILL Working with him and his highly professional team has certainly taken the angst out of what could have a been – especially during the GFC – a stressful and worrying time. SUE AND KEN I have known and used the services of David Lunn for the past 4years, his role as financial advisor to myself personally and also to my company Goldenfruit Pty Limited. I have been very happy with the professional and honest approach in both personal and corporate applications especially during the volatile economy over the past few years. DAMIAN HENDRIKS, DIRECTOR OF GOLDENFRUIT PTY LTD The team at Lifestyle Wealth Partners have been an excellent source of good quality information and advice on all our insurance and wealth planning matters. This has been especially valuable in recent years when times have been somewhat turbulent. LISA & BILL Working with him and his highly professional team has certainly taken the angst out of what could have a been – especially during the GFC – a stressful and worrying time.