Retirement Planning

At Bottrell Wealth Maitland , we are committed to guiding you through the retirement planning process. Our team of financial experts are committed to helping you achieve your retirement goals. With extensive experience and a deep understanding of the financial landscape, we are confident in our ability to create a comfortable and secure future for you and your loved ones. Whether you’re just beginning to think about retirement or are close to reaching it, we have the resources and expertise to ensure your success.

As much as we’re living for the here-and-now, it is imperative to plan for the future, not only for yourself but for those around you. Understanding your future goals and following a customised Financial Plan is fundamental when achieving your life goals.

Have you noticed more and more middle-aged Australians retiring early? If you’re wondering how so many individuals are coming out of full time employment and into retirement so soon, you’re probably also asking how you can do the same. Understanding the crucial role Retirement Planning can have upon your life is the first step. The second is seeing the Team at Bottrell Wealth to discuss your future endeavours, and determining the lifestyle you will lead upon your accumulated savings.

Seniors Retiring Planning

Why Retire with Bottrell Wealth?

We take the time to discuss all influences and elements that will see your future stages in life benefit from today’s planning and expansion of your current income. Not only do we touch on just how you can successfully and strategically organise your income, Bottrell Wealth will also give sound advice on investment arrangements and your overall transition from employment into retirement.

Why Retire with Bottrell Wealth?

We take the time to discuss all influences and elements that will see your future stages in life benefit from today’s planning and expansion of your current income. Not only do we touch on just how you can successfully and strategically organise your income, Bottrell Wealth will also give sound advice on investment arrangements and your overall transition from employment into retirement.

CONTACT US

The Importance of Superannuation

Superannuation is a tax effective way to save  for your retirement. Your employer makes contributions to your super fund, and if you wish, you are able to top it up with your own money. Generally, you are unable to access the savings until retirement.

Saving for your future now, makes retiring earlier a reality!

You’re probably wondering what happens to your money while it is in a super fund. It doesn’t just sit there, it is pooled with other members’ money and invested. You have control over where your super is invested – there are opportunities to achieve a high rate of return, or lower the risk and earn a lower rate of return. Different strategies must be exercised throughout the course of your life, to ensure you have sufficient cash in your super for your retirement.

At our Maitland office, we are committed to assisting you in creating a comprehensive retirement plan that guarantees financial stability and tranquillity during your golden years. Regardless of whether you are just beginning to consider your retirement or have already begun the planning process, our team is here to support you. Reach out to us today to schedule a consultation and start planning for a secure and enjoyable retirement.

FIND OUT MORE

Contact us at @ Bottrell Wealth

93 Lawes St, East Maitland NSW 2323

P: (02) 4044 1748

E: office@bottrellwealth.com.au

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