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Lakeside Financial Planning Pty Ltd is a
Corporate Authorised Representative
of Matrix Planning Solutions
ABN 45 087 470 200, AFSL No. 238256
Superannuation
Fact!
Research shows that to
enjoy a comfortable
retirement, an annual
income of $49,500 is
needed … yet only 5% of Australians retire with this
level of income.
Superannuation is often your largest asset (apart from your family home) that you will have accumulated by the time you retire and therefore becomes a critical pillar of your financial house.
Managing your superannuation investment strategy and minimising unnecessary account management fees can have a significant effect on your superannuation account balance at retirement. At Lakeside we work with you to assess various fund managers and investment options to ensure we find the right product for you.
The right superannuation strategy could mean the difference between really enjoying life in retirement and just getting by, so we help you to plan to help you achieve your retirement goals.
Australians are living longer and retiring earlier, with many people now spending more than a quarter of their lives in retirement. If you are like most, you will not only want to cover your general living expenses (such as food, medical, transport & accommodation), you are also going to want to enjoy your retirement. Do you know how long you could afford to live once you have retired?
To help illustrate how much you may need in superannuation for your retirement, here’s a simple calculation:
- 3 meals per day
- x $10 per meal
- x 365 days per year
- x 20 years in retirement = $219,000 for food alone!
Unfortunately planning for your retirement involves a lot more than that simple calculation, so for more information on how we can help with your Superannuation, Click here.
Our Focus is You.
We can also assist you with:
