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Retirement Planning

Planning for retirement can be a daunting task.

How much will you need? How do you access your Super? How do you apply for the Age or Disability Support Pension?

Don’t let planning for your retirement keep you up at night. At Puddle 2 Pond Financial, a specialist Lifestyle Money Coach / Financial Planner can help you answer these and many more questions:Retirement

● How much money do I need?
● How many years should I plan for?
● Should I look at investing some of my assets?
● Am I entitled to Centrelink or any other benefits?

By seeking good financial advice, you can make the right decisions and be sure the money that you have worked so hard for, now works hard for you.

These are just some of the areas that Puddle 2 Pond Financial can help in:

● Maximising your super
● Estate planning
● Wealth protection
● Centrelink – including applications, communication with Centrelink and maximising your entitlements

When is the right time to think about retirement planning?

It is never too early to start planning for retirement, however long away it feels. By starting to think about your goals for the future, you can put in place the strategies today to help you achieve them.

But…it’s also never too late to get advice on making your hard earned money work hard for you now that you have time to enjoy it.

So whether you are 40, 60 or even 70 contact the team at Puddle 2 Pond Financial Nowra today and start planning your retirement future.

Rather talk to someone ?

Contact us

PO Box 454
Nowra, NSW 2541

Ph: 0411 635 164
Fax: 02 4403 0574
info@puddle2pond.com.au

Planners: Amanda Pond

This website contains general information only. It does not take into account your objectives, financial situation or needs. Please consider the appropriateness of the information in light of your personal circumstances.

Puddle 2 Pond Financial Pty Limited, ABN 14 159 325 603, is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited, Australian Financial Services Licensee and Australian Credit Licensee.

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