Best Superannuation

Retirees – Retirement Planning

You’ve done it. You’ve worked hard all your life and now you’re ready to relax and enjoy your life. The question is – just how relaxed can you afford to be? Has your retirement planning set you up financially so that you’re able to afford the lifestyle that you want? At Lambert Investments we want you to have the retirement that you’ve dreamed of and deserve. It’s never too late to put your money to work and we’d like nothing more to make it possible for you to achieve your post-career goals.

Retirement planning can be complicated but talking to one of our advisers will help make sense of the things you need to consider such as:
•    How to generate an income stream and conserve your capital.
•    Access all the benefits available to you through Centrelink.
•    Minimise tax on income and capital growth.
•    Plans for moving to an aged care facility.
•    Protecting your lifestyle through the right insurance cover.

Whatever you situation now is the time to think about how to make the most of it with good advice.  Lambert Investments and Lambert Parkhill can help protect and build your wealth. Click on the links below to find out more:
• Financial Planning
• Life Insurance
• Income Protection Insurance
• Trauma Insurance
• Retirement Planning
• Aged Care