Plan for retirement

You’re looking forward to retiring comfortably but not sure you’re doing everything possible to make your dream a reality. There are things you can do to make it happen.

Having worked hard for so long, you want to make sure the latter years of your life are as comfortable and stress-free as possible.

Key decisions that the right advice can help you make include:

  • Making the right investment decisions to make the most of your investment assets
  • Making the most of your superannuation while you are still working
  • Considering whether transition to retirement income streams and salary sacrifice strategies are right for you
  • Planning your estate to ensure your transfer of wealth and assets, including taxation, are managed efficiently
  • Helping determine how you can retire when you want to.

Contact us today to make an appointment

Our financial planners and superannuation professionals are representatives and employees of BankVic, they do not receive commission. We recommend you read our Financial Services Guide (PDF) for further information about how our financial planning services contribute to the income of BankVic. This advice has been prepared without taking account of your objectives, financial situation or needs. Because of this, before acting on the advice, you should consider whether the advice is appropriate for you. Before you make any decision to acquire any product or service, you should obtain and consider the relevant Product Disclosure Statement available from a BankVic branch or by calling 13 63 73. BankVic acts as an agent for a range of life insurance product issuers. Our financial planners are members of the Financial Planning Association of Australia and our superannuation professional is a member of the Association of Superannuation Funds of Australia. ™Superfuture is the exclusive registered trademark of BankVic, Registered Trademark 831100.

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AFSL 240293 Australian Credit Licence 240293
General Enquiries 13 63 73
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