Ballarat retirement planning services

Ideally, we all want to be in a position where we can achieve a comfortable retirement, achieving our desired goals, whatever they might be. For this to be a reality, careful retirement planning is required. At Mulcahy & Co, our financial planners are specialists when it comes to retirement planning in Ballarat.

What are the issues when planning retirement?

When we think about retirement planning, there are a number of issues that should be considered, which can be grouped into financial issues and non-financial issues (lifestyle issues). Mulcahy & Co’s Ballarat retirement planning service helps clients identify and address these issues.

The issues affecting retirement planning that our professionals will help address include:

  • Can you afford to retire, and when?
  • How much will you need to retire?
  • Where will your retirement income come from?
  • Do you have appropriate personal insurance policies?

Lifestyle issues are likely to be different for each of us. When planning retirement you should consider certain lifestyle aspects, such as:

  • What will you do with your time?
  • Are you thinking about moving house?
  • Do you or your spouse have any health concerns that may impact on your retirement?

These are just some of the issues that fall under ‘lifestyle’ that our Ballarat financial advisers and financial planners can help you address with your retirement planning.

At Mulcahy & Co financial planning, we are constantly assisting clients with their plans for retirement. We are specialists in retirement planning in Ballarat. Contact our director of financial planning Thayne Turley to discuss your plan.