Vlogs

Vlogs and tips to assist in shaping your financial future.

Process of transitioning to retirement

(Reading time: 1 minute)

Principal adviser and founder Bill Bracey explains how we help clients transition to retirement.

What is transition to retirement?

How do you balance enjoyment of working with slowing down? Can you even afford to slow down?

 

If you have questions on your retirement planning, we're here to help.

Book a call with one of our retirement specialist to discuss your personal situation, to arrange an appointment contact our team on 02 9328 0876.

 

General Disclaimer: While every care has been taken in the preparation of this document, Sydney Financial Planning and Charter FP make no representations or warranties as to the accuracy or completeness of any statement in it. This article contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information. Please seek personal financial advice prior to acting on this information.