Financial Planning for Nearing Retirement | Verve Group
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Financial Planning

 

For those nearing retirement 

Your hard work has paid off, the kids are largely financially self-sufficient and the expenses associated with raising your children have become less demanding. This should see a large increase in your investable income and your ability to pay off debt more quickly. 

 

In the years leading up to retirement, there's a lot to consider. You also want to make sure you don't miss out on the great opportunities available to you. 

​Now is the time to maximise your super and investments, whilst reducing tax and any debt you may have. You should be re-assessing the amount of insurance cover you need to protect your loved ones and assets, whilst thinking forward to develop a well-structured plan to prepare for your retirement.

 

Verve Group advisers will help you to make the most of this time in your life, giving you the information and confidence to make smart financial decisions - and if the plan changes, we'll work with you to adjust it to conquer life's unexpected curveballs.

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It's never too late to plan for your financial future. Get started with a free consultation with a friendly Verve Group adviser.

Call us for a free consultation

Personal Financial Risk Survey

Want a clearer vision of your financial situation? Take our 1 minute Personal Risk Survey. This survey was developed to look at your personal, financial and lifestyle risks. Once completed, you can download a scorecard that flags your high, medium and low risks, easily demonstrating where you may need to take action.

Advisers Nearing Retirement

“Anyone looking for financial advice? Matt Carberry is the man. I thoroughly recommend his services which I have been using for over seven years now. He is smart, switched on, a lovely guy with a young family and has done a great job for me personally. I totally trust and recommend him.”

 

J. HENSTRIDGE

Nearing Retirement

Nearing Retirement

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Important Information
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Verve Group is an Authorised Representative of Count. ‘Count’ and Count Wealth Accountants® are trading names of Count Financial Limited, ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 (“Count”). Count is 85% owned by CountPlus Limited ABN 111 26 990 832 (CountPlus) of Level 8, 1 Chifley Square, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 8, 1 Chifley Square, Sydney 2000 NSW. CountPlus is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial Ltd.
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General advice warning: The advice provided is general advice only as, in preparing it we did not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product.
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Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.
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