Retirement planning for Brisbane professionals

Do you know how much you need for a comfortable retirement and do know whether your retirement funds will last?

When you retire you have so many decisions to make. And these decisions are not just big decisions… they’re literally life altering!

You have to decide where you are going to live, what to do with all your free time and how to spend or invest your money so that it lasts right through your retirement years.

To make matters worse, people keep throwing all these technical terms at you – such as ‘Concessional/Non-Concessional Contributions,’ and ‘Eligible Termination Payments’ (ETP’s).

Retirement should be one of the most enjoyable stages of your life – a time to reward yourself for many years of hard work. It should be a time you can look forward to enjoying… not a time of uncertainty and confusion. Whether you are approaching retirement or have already retired, your financial planner can guide you towards the most effective solutions for your particular needs. Proper planning can help you to go through retirement with the confidence that you are financially secure.

Consult the estate planning specialist more Brisbane locals trust


Most People think Estate Planning doesn’t apply to them.

This statement couldn’t be further from the truth. The word “estate” has connotations of vast acres of land, sprawling mansions, and millions of dollars. Despite being one of the most critical areas in the total management of your financial affairs, estate planning is often overlooked. So, what is estate planning? It’s the complete consideration of your assets and liabilities. Everyone can benefit from estate planning, regardless of the amount of money you have, your age, or your family status.

As a minimum, we should all have a valid will and a power of attorney, which are reviewed every three years or so, or on major life events such as marriage, divorce or the birth of children or grandchildren. Estate planning can be used not only to distribute your wealth, but also to create, control and protect it.

At Keys FP we have the ability and expertise to assist you with your estate planning needs and objectives. Call 1300 539 539 to make an appointment for estate planning at our Brisbane office.