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