Transitioning to retirement strategy experts

For those over 45, you should be planning ahead to ensure you can put in place effective transition to retirement strategies as you approach age 55.

Work and 'retire' at the same time

Not quite ready to take the plunge into full-time leisure? Transition to retirement offers a flexible way to dip your toe in by continuing working, maximising your income and saving tax.

Ready to retire yet?

There are also many people in their 50s who financially aren’t ready to retire. They’ve only just emerged from, or are still in, the heavy spending years – paying the school fees, the university fees and the mortgage. They are left wondering ‘how could those super building years have passed by so easily?’

Not too late

A transition to retirement pension is a flexible way to move from work to retirement. On reaching your preservation age (55 to 60), you can start accessing superannuation via a super pension while maintaining or reducing work hours.

Work less hours, access your super and pay less tax!

A transition to retirement strategy gives you the options to reduce your working hours but maintain or supplement your income – there is no requirement to retire permanently. You pay less tax and you can access your super before you retire.

We educate our clients

Quantum Wealth Advisors seek to both advice and educate their clients on Transitioning to retirement

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For an obligation free meeting with an experienced Quantum Wealth Advisor, call today on (02) 8084 0453 or email us.