Pre & Post Retirement Planning

As Lyn’s clients move from the early stages of their financial evolution such as paying off their mortgages and raising and educating their children, their goals become aligned with a life of leisure and travel after their working life.

 

Planning for their eventual retirement ideally begins when they first become clients of Lyn Eddy Financial regardless of their age or financial position.

Of course, any financial plan needs to be flexible enough to allow for life’s unexpected situations. Lyn always encourages her clients to contact her if an unexpected event occurs which can potentially impact their financial position.

 

Discussing the role of Centrelink for her clients is also an important component of retirement planning for Lyn.  Some clients prefer not to ever need to claim a pension from Centrelink, while others see this as a viable source of regular income in retirement.   It may be that some clients will have a variety of incomes in retirement including:

  • Regular monthly account based pension or annuity payments
  • Interest on money in bank accounts and term deposits
  • Dividends from shares and distributions from managed funds
  • Age pension from Centrelink or DVA pension
  • Income from part-time or casual employment (becoming more popular since the GFC) 

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Lyn Eddy has been our adviser since 1999 & has worked tirelessly for us during that time.  She has an extensive background in the financial industry & thanks to her expertise in borrowing & investing, we have retired well before 65 years of age.  Lyn has always kept us informed of any market changes & ensured regular reviews of our financial strategies with changes when relevant.  She always puts her client’s interests foremost, looking for the greatest gain with minimal risk.

 

Ray & Lynne - Toowoomba

 

 

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We can help you with a range of financial services.

About Us

 

Lyn Eddy runs her own financial advice business, after working at the highest level in three financial planning businesses over the past 20 years.

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PO Box 644 Hamilton Central QLD 4007

 

Call us today:

(07) 3868 3287

OR

0412 710 119

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General Advice Warning

 

The information/advice provided in this website is general advice only. It has been prepared without taking into account any person's individual objectives, financial situation or needs.

 

Before acting on anything on this website you should consider its appropriateness to you, having regard to your objectives, financial situation and needs. You should obtain a Product Disclosure Statement relating to any products mentioned, before deciding whether to acquire any products.

Alexmar Pty Ltd ABN 34 131021808 trading as Lyn Eddy Financial is an authorised representative of AIW Dealer Services Pty Ltd (AFSL 414256).

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Call us today: (07) 3868 3287 or 0412 710 119