Retirees

Celebrate Your Financially Secure Retirement

After all your hard work and successes, it’s time to enjoy your retirement with the knowledge that you’re financially stable and your future is secure. While everyone has a different plan for how they’d like to enjoy their retirement, one thing is certain; you need to have suitably adequate funds available to you at all times.

At Newport Financial, we specialise in helping retirees get their finances in order so that they can remain independent throughout retirement. As part of our comprehensive financial planning services, we’ll devise numerous strategies to match your needs and offer ongoing support as circumstances change.

Take a look at our featured financial topics for retirees or contact us now to discuss building a strategy for a secure retirement.

Age Pension

The Age Pension is a benefit that retirees are able to claim from the Federal Government if they’re unable to fully support themselves financially. However, there’s a bit of a catch. For most Australians, the Age Pension simply won’t match the kind of income they’re used to and this could mean they have to compromise their lifestyle choices.

“For most Australians, the Age Pension simply
won’t match the kind of income they’re used to.”

Our team at Newport Financial knows exactly how important your golden years are and that’s why we’ll secure your financial situation long before retirement. But, when it’s time to retire, we’ll leave no stone unturned when it comes to maximising the Age Pension benefits you receive. Speak with a friendly member of our team to learn more about the options you have available to you with the Age Pension benefit.

Retirement Income

Yes, after retiring over the age of 55 you are potentially eligible to access your super and after 60 you could receive it tax free. At this stage, it’s vital that you have the right strategy in place to achieve all your financial goals and personal ambitions in retirement.

“It’s vital that you have the right strategy in place to achieve all your financial goals and personal ambitions.”

Thankfully, our team of accredited advisors have the in-depth industry experience needed to tailor you a robust income plan for retirement. We’ll work together to establish your goals and work out the best strategy to match. Additionally, we’ll look at different options when it comes to reducing the tax you’ll pay and maximising the benefits you may be eligible for. To learn more about your options with a retirement income, contact our team now.

Estate Planning

Tragedy can strike at any time and many families suffer the implications of not having a will in place. It’s at a time like this that a comprehensive estate plan will ease the burden of responsibility for your surviving spouse and children by increasing the amount of money they’ll inherit.

“Families suffer the implications of
not having a will in place.”

At Newport Financial, our team will work hand in hand with your solicitor or independently to create a robust estate plan that will minimise the tax your family faces and maximise their financial position in the case of your death. To protect your family’s future, get in touch with our experienced financial advisors today.

Your Financial Planning Pathway

Is it time that you really considered how to keep your financial future prosperous and protected? At Newport Financial, we’ll formulate a uniquely tailored financial plan to secure your future and retirement. If you’d like to learn a little more about the areas of financial advisory that we specialise in, call us now on (02) 8644 0696.

“We’ll formulate a uniquely tailored financial plan
to secure your future and retirement.”

Or, to speak with a creative, industry leading financial advisor about your ambitions for the future, please don’t hesitate to contact us now.

To protect your future with a financial plan you can count on.

Contact Us