What do we do?
GOAL IDENTIFICATION
Planning for retirement can be daunting but with Premium Retirement Services you can plan your retirement with confidence. We help with the complex challenges that retirement planning involves.
When we meet with you, we’ll take time to understand your current financial situation, and identify your short and long term financial and lifestyle goals.
Personalised Plan
At Premium Retirement Services, we’ll establish a pathway to achieve those goals, by building you a personalised retirement plan that matches your investment risk profile and provides you with a realistic and sustainable income in retirement.
Guidance & Support
In addition to helping you through what can be difficult decisions, we’ll guide you through the often overwhelming and time consuming paperwork involved. Our service is dedicated and on-going. We understand that situations and circumstances change, therefore your portfolio and income will be regularly reviewed to ensure you are financially comfortable and confident.
Financial Confidence
It is our mission to make you financially confident and secure. A time when you can enjoy the benefits of all that hard work. It’s a time to buy that caravan, take that overseas trip and spend quality time with family and friends-without financial stress.
Who can we help?
Whether you are approaching retirement, have recently retired, or retired some time ago but aren’t feeling as secure or comfortable with your situation as you’d hoped, we can help. You just need to reach out.
We can provide assistance with:
- Superannuation (accumulation and pension phase)
- Transition to Retirement
- Retirement – planning and ongoing needs
- Centrelink benefits - determining eligibility and understanding the paperwork
We can help you with the big questions that make your situation unique:
- When should/can I retire?
- How much money will I have?
- How much money will I need?
- Do I have other resources to consider?
- What do I want to do in retirement?
- Am I eligible for Centrelink benefits?
- Should I downsize?
Our Mission
We take the stress out of retirement planning
It is our mission to take the worry away from what can be a confusing and uncertain time. We know the value of a happy client who feels secure in retirement and confident with how their nest egg is managed. The service we provide is our greatest priority and our clients remain “front and centre” at all times.
If you are retired or thinking of retiring, give us a call
We will guide through the process and take the stress out of financial planning, so you can focus on the important things.
Our valued clients are our greatest source of feedback and have helped identify the many and varied ways we can help in each individual situation. One size does not fit all, and our assistance will be tailored to your specific needs. We’ll do what we need to do to get you to where you want to be.