Although financial planning is an on-going process that can apply to all individuals regardless of age, we find that many clients seek formal advice as they approach retirement. Certainly there are many issues and decisions that will require attention at this stage of life and will include:
Adequacy of capital.
When and what form to access superannuation entitlements.
Ascertaining whether there are specific tax and /or superannuation strategies to implement.
Devising appropriate asset allocations and selection of investments.
Estate planning and social security issues.
On going management of investments.
HOLST has considerable experience in this area and can guide current or prospective retirees through the decision maze they may be faced with. We also have a number of detailed publications on superannuation and retirement issues that clients find extremely valuable.
Articles and Reports Comprehensive reports and articles on Retirement Planning can be found under the Research section of this website.
