Planning for your retirement

Planning for your retirement

Is retirement still a few years off?

Now is the time to get your plans in order. Depending on your situation, a Transition to Retirement Income Stream could be one way to help you build your retirement savings by optimising the tax you pay.

Our qualified Financial Advisors can model your particular situation and provide projections on any possible advantages of a Transitional Income Stream strategy. Intrafund advice is available at no extra cost while more complex advice is available on a fee for service basis.

Personal financial advice is provided by financial planners employed by WA Local Financial Services Pty Ltd (Western Financial), a wholly owned subsidiary of WA Super, as authorised representatives of Quadrant First Pty AFSL 284443.

Call us to book an appointment. There is no charge for the initial consultation and you will be provided with a quote before any work is done. More information about the Financial Planning service is available on the western financial website at www.westernfinancial.com.au.

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