Retirement planning services in Geelong that ensure you’re set for the future

By making an early start on retirement planning Geelong people can set themselves up for a comfortable future after their working life draws to a close.

But what investment and savings strategies should you use? How will it impact on your current business, budget and finances? How much do you actually need? And what is the best approach for your circumstances and lifestyle?

At CD&G Accountants, our experienced team are experts when it comes to retirement planning in Geelong. We’re passionate about helping people achieve a strong financial position for their latter years. After all, you work hard all your life and you deserve a comfort retirement.

We strongly advise people to start planning early for their retirement years. Don’t leave it until end of work is knocking at your door. Starting early gives your investments time to compound and grow. This ensures a strong foundation and improves your chances of weathering any unexpected problems along the way such as ill health or steep downturns in the stock market.

Valuable guidance

Our accountants understand every client has unique goals and financial circumstances. We look at your overall financial situation and potential income streams, not just your superannuation. And we work with clients to find the best possible pathway to their retirement aspirations.

So when do you want to retire? Will you be financial enough to enjoy a comfortable retirement? Should you incorporate succession planning and estate management into the equation? And where will your income actually come from?

CD&G’s professional accountants provide valuable guidance in areas including the age pension and SMSFs. We will help you develop a portfolio of sensible investments and strategies to build your assets. It’s all about positioning you to comfortably enjoy the years after work free of financial struggle.

If you would like to discuss retirement planning with our Geelong-based team, please contact CD&G Accountants on (03) 5229 7191 to book an appointment.