Generally your future goal is to achieve a level of income that will provide you with a comfortable living standard in retirement.
You may be nearing retirement – a strategy of implementing an income stream from some super monies, while you then salary sacrifice your salary may be a great option for you.
You may be retiring shortly – a strategy of consolidating your investments in a tax effective manner to ensure you receive appropriate income and any Centrelink entitlements, while making allowance for emergencies and lifestyle options may be a better strategy for you.
Your future is dependent upon the decisions you make today! Don’t make them alone, please seek our advice and guidance.
Examples of income options include:
At CPIS we are here to guide you and to assist you in achieving your objectives and goals in life.