Need help with retirement planning in Geelong? Let us help.

Retirement planning in Geelong can be complex, but it’s important to have a practical plan in place so you can enjoy your golden years. There are a lot of factors to consider so turn to experienced accountants and financial advisors for assistance well before retirement approaches. You need to think about how much money you’ll need to have saved, what kind of lifestyle you’ll want or will be having, and how to make sure your money lasts as long as you do. So start planning early.

At CD&G Accountants, our skilled team of highly-qualified accountants can help you navigate all these planning questions. And one of the first steps is to figure out what your actual goals are. Do you want to travel the world? Start a business? Spend more time with your family? Downsize and relocate? Once you’ve got an idea of what you want to do, you can start to put a plan in place so you can enjoy your retirement years.

Quality investment strategies

When it comes to planning, clients in Geelong can trust our team for strategic advice and practical assistance. We know that superannuation is just part of the financial puzzle. Investments including shares, property and term deposits can all help build an income stream during retirement.

Our team will work with you in areas including superannuation calculations and make sure you have quality investment strategies in place that are tailored to your individual circumstances. From self-managed superannuation funds to estate planning, property investments, aged pensions and tax implications, we’ll help you establish a plan that meets your needs.

CD&G’s friendly accountants are experienced, skilled and knowledgeable when it comes to helping people plan for their life in retirement. We want your golden years to be truly golden. We want you to be comfortable. And we want you to relax after years of hard work, with enough funds to let you do the things you want to do.

If you want help with retirement planning in Geelong, talk to our trusted team to get the ball rolling. And please, start the conversation early. Contact us on (03) 5229 7191 to book an appointment.