We asked you what you wanted to know about retirement so today we're answering those questions! Joining us for this episode is financial adviser and retirement specialist Matthew Hawkins from Elevate Wealth Solutions. Matt has over 15 years experience in financial services and specialises in retirement planning, wealth accumulation strategies and aged care. Glen and Matt discuss:
👉 when should you start changing your investing strategy and asset allocation in super as you approach retirement?
👉🏼 managing sequencing risk
👉🏽 when's the right time to start drawing down on your investments?
👉🏾 how much money do you need to live on?
👉🏿 managing money when entering a new relationship later in life
👉🏻 wrap accounts, master trusts and having your super managed by a financial adviser
👉 FAQ - how can I maximise the age pension benefits?
👉🏼 changing your retirement mindset
If you’d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional.
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Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.
SYMO interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.
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