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RETIRE IN STYLE – 2. Put Strategies in Place

2. Put Strategies In Place to Give You Your Desired Result.

The second part to retiring in style is developing strategies to deliver on your desired goals. This can involve all the different areas of financial planning to make sure you have everything covered and there are no gaps.

It’s YOUR LIFE! If you put strategies in place that are diversified and within your acceptable risk and comfort levels, then this will give you peace of mind. The effect of having all of the areas of your financial planning sorted and working together can make a massive overall difference to your situation.

Every bit counts. The negative impact on your nest egg can be dramatic if you leave it to chance. Just a one per cent difference can equate to tens of thousands of dollars over a period of time.

Getting the right strategies in place using investments both inside and outside of superannuation can provide you with flexibility. Additionally making sure you are covered in the event that something bad happens to you is also extremely important too.

Here’s a tip:

Do some research and seek advice on the different strategies that are available to you. Bear in mind that there are more than likely thousands of ways that you can reach your goals, however you just need to put one plan in place with the necessary strategies that are going to deliver for you.


That whilst most people have financial success in their top 3 goals alongside family and health, only 10% of people actually achieve it? Did you also know that 80% of people retire with $100,000 or less of ‘nest egg’ assets? If you want to do more? Get in touch and we can get you on track to help you achieve your financial goals (08) 9440 7100.

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This communication has been prepared on a general advice basis only. The information has not been prepared to take into account your specific objectives, needs and financial situation. The information may not be appropriate to your individual needs and you should seek advice from your financial adviser before making any investment decisions.

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