Retirement Planning

retirement planning

Set yourself up for a comfortable retirement

As you’re moving from work to retirement, it’s important to efficiently build the foundation of your future security. At Wotherspoon Wealth, we understand the issues involved and work with people daily to optimise their situation.

 Your retirement planning strategy may involve self-managed super funds, family trusts, transition to retirement pensions or account-based pensions, amongst other options.

Once your strategy is established, we work together to ensure you’re always well positioned, regardless of legislative, market or personal changes.

Work together with us to create strategies to secure income for the retired life you want.

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Helping you plan for retirement

Retirement spending isn’t an even pattern – you can expect to spend more vigorously in your “young” retirement than in “old” retirement and costs may rise again in the last few years.

Much of our self image and life satisfaction derives from our work, so it pays not to underestimate the impact retirement may have and plan your transition carefully. What do you want to do after you retire? Lifestyle planning is as important as financial planning.

Let Wotherspoon Wealth build a tailored retirement planning strategy with you, so you can focus on the important things.

retirement planning

Do you need an advisor?

As a guide, you’ll need to save roughly 16-17% of your salary throughout your career to ensure you’re self sufficient in retirement. We usually recommend aiming for a nest egg of about 17 times your desired retirement income. This means you’ll need more than your compulsory employer contributions.

Plan for your retirement early and make sure you don’t need to rely on the age pension to fund your later years. Wotherspoon Wealth have expert Adelaide-based retirement planning advisors who will take care of your future. As independent advisors, we use a fee-only approach, so you know that our advice has your best interests at heart.

Start your journey to retirement with a strong financial strategy that delivers results.

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I am very pleased that Wotherspoon Wealth are my financial advisers. I have trust in the Business and its staff and Principals. The returns achieved on my investments are very satisfactory and I have peace of mind knowing my super and savings are in good hands. I appreciate the level of communication and review, plus

Chris Hall December 14, 2017

Speak with one of Wotherspoon Wealth’s expert Independent Financial Advisers.

Our usual appointment fee is $500, but your initial consultation will be free of charge.

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