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At Arnold Stevens Finlay we are committed to forming close partnerships with our clients, enabling us to understand your unique situation and customise the assistance we provide to suit your requirements.

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Retirement Planning 

Whether you are retired, close to retirement or retirement is still some time away proper planning is essential for all Australians.

Ask yourself these questions:

  • Do I know how much money I need to live a comfortable retirement?
  • Do I know the best way to fund my retirement?
  • Is retirement too far off to start worrying now?
  • What is salary sacrifice?
  • When can I access my super?
  • What are my options when I retire?
  • Will I pay tax on my super if I take a lump sum?
  • What are the different types of income streams I can access in retirement?
  • I've already retired and I’m just living off what I’ve managed to save. Will this money run out or can I change my strategy even now?

If you don’t know the answers to these or other questions then you could well be on your way to a financially difficult retirement (or you may already be there!).

Your future doesn’t have to sound so gloomy, contact us to discuss ways in which we may be able to assist you to get on track to establishing a financial future which fills you with expectation rather than dread.

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Arnold Stevens Finlay ABN 30 890 710 132 provides its financial planning services as an Authorised Representative of Count. ‘Count’ and Count Wealth Accountants® are the trading names of Count Financial Limited, ABN 19 001 974 625. AFS Licence Number 227232. Principal Member of the Financial Planning Association of Australia Limited.

The information on this site is not advice and is intended to provide general information only. It does not take into account your individual needs, objectives or personal circumstances.

Sydney Office
Level 6, 189 Kent Street
Sydney NSW 2000
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Parramatta Office
Level 4, 470 Church Street
North Parramatta NSW 2151
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Postal

PO Box 2588
North Parramatta NSW 1750

T: +61 (02) 9890 2555
F: +61 (02) 9890 4099
E: mail@asf.net.au

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