At MAGAC Financial Planning, we understand that effective retirement planning requires careful consideration of your financial goals, lifestyle aspirations, and future needs. Our dedicated team of financial experts is here to guide you through the complexities of superannuation and retirement planning, ensuring you can enjoy your golden years with peace of mind.
Planning for retirement is not a one-size-fits-all endeavour. That’s why at MAGAC Financial Planning, we take a personalised approach to superannuation and retirement planning. We work closely with you to understand your unique circumstances and develop a tailored strategy that aligns with your retirement goals and financial situation.
Retirement Planning Services
Explore our comprehensive retirement planning services designed to secure your financial future and ensure a comfortable retirement:
Superannuation Strategy: Maximise the benefits of your superannuation contributions through effective investment strategies and tax planning.
Retirement Income Planning: Design a sustainable income stream for your retirement, considering Social Security, pensions, and other income sources.
Investment Management: Create a diversified portfolio aimed at growth and income throughout your retirement years.
Estate Planning: Structure your estate to distribute assets according to your wishes while minimising tax implications for beneficiaries.
Healthcare Planning: Address healthcare costs and insurance needs to safeguard your financial well-being during retirement.
Additional Services
Superannuation Review and Optimisation: Analyse current arrangements to align with retirement goals.
Transition to Retirement Strategies: Navigate the shift from work to retirement, maximising tax benefits and income streams.
Self-Managed Superannuation Funds (SMSFs): Guidance on setting up and managing SMSFs for greater control over savings.
Retirement Income Projections: Estimate future income needs and develop plans through various retirement savings vehicles.
Longevity Planning: Implement strategies to ensure retirement savings last throughout your lifetime, considering potential longevity risks.
Why Choose Us?
Our team includes certified financial planners specialising in retirement planning, with extensive knowledge of superannuation regulations and strategies. We take the time to understand your unique goals and priorities, crafting a customised retirement plan that evolves with your changing needs. From superannuation optimisation to estate planning, we offer a holistic approach to retirement planning that covers all aspects of your financial future. Your satisfaction and financial well-being are our top priorities.