Retirement Planning

Pre-retirees

The qualified advisers at MBA Wealth Solutions look into the future when planning your retirement.

We take the time to understand your needs and desires for the future once you cease work.

We ask questions like:

1. What would an ideal retirement look like for you?
2. At what age would you like to stop working?
3. Are you with the right super provider and investments for your goals?
4. How much money do you want to live off in your retirement?
5. Are you getting all that you are entitled to?

Upon approaching retirement, you may choose to lower your level of risk all to preserve your capital. Additionally, you should consider:

• Exploring your eligibility for the Commonwealth Age Pension.
• Repaying outstanding debts, our advisers can help facilitate a plan to do this.
• Review and revise estate planning details.

Retirees

Are you in retirement but aren’t sure whether you’re getting the most out of your money? Our advisers take a deep look into your current financial situation, checking for any gaps or missed opportunities where you could be better maximising your retirement funds.

We ask three main questions:

• Do you know how long your retirement savings will last?
• Are you getting the maximum Centrelink benefits you’re entitled to?
• Is there anything else you can do to increase your retirement income?

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