Approved Financial Planners (08 6462 0888), a leading Western Australian financial planning firm, is launching a downloadable pre-retirement assessment tool designed to help individuals evaluate their preparedness for retirement.
-- The announcement comes as misinformation about potential changes to the retirement age went viral in recent days. In the wake of reinvigorated public dialogue regarding retirement planning, Approved Financial Planners encourages the 40 percent of Australians who feel unprepared for retirement to take the no-cost assessment.
Interested parties can learn more at https://www.approvedfp.com.au/services/retirement-planning/
Misleading information published online, announcing that the Australian government would raise the retirement age to 68, caused many citizens to panic. Government officials later confirmed there were no plans to change Age Pension requirements; however, the misinformation led many to speculate about what the change would mean for those with meager retirement preparation.
Approved Financial Planners' Retirement Planning Checklist enables pre-retirees to systematically assess their current financial position, review income and expenses, evaluate desired retirement lifestyle, and identify gaps in their retirement planning strategy. The tool was developed as part of the firm's commitment to guiding individuals over 45 and those approaching retirement through tailored financial planning services. The complimentary resource helps Aussies prepare for more detailed financial planning conversations.
"It is common to postpone these decisions, but it is crucial to seize control of your financial future," said Daniel Stevens, Managing Director and Senior Financial Adviser at Approved Financial Planners. "At Approved, we provide an efficient, professional, and, most importantly, simplified approach to financial planning. We aim to deliver a superior financial planning solution."
Internal data from Approved Financial Planners demonstrates the effectiveness of structured pre-consultation preparation. Eighty-five percent of clients who complete the assessment tool report feeling more confident when meeting with a financial advisor, leading to more productive consultations and better outcomes.
Industry research indicates that retirees typically need approximately 70 percent of their pre-retirement income to maintain their desired lifestyle, yet many Australians are falling short of this benchmark. Approved Financial Planners addresses this challenge through comprehensive services, including superannuation optimisation, which can save Australian workers an average of $2,200 annually by consolidating multiple superannuation accounts and eliminating duplicate fees and insurance premiums.
Individuals on the opposite side of the planning spectrum are also encouraged to seek financial planning, given recent Federal Government announcements regarding revisions to the Division 296 tax law affecting superannuation account balances. These changes make it crucial for high-net-worth individuals in the pre-retirement phase to review their retirement strategies.
About Approved Financial Planners
With more than twenty years of experience serving Western Australians, Approved Financial Planners specialises in retirement planning, superannuation management, investment strategies, and insurance solutions. The firm prioritises lifestyle and values integration into the retirement planning process while maintaining ongoing relationships with clients to ensure long-term financial success.
For more information, please visit https://www.approvedfp.com.au/services/superannuation/
Contact Info:
Name: Daniel Stevens
Email: Send Email
Organization: Approved Financial Planners Pty Ltd
Address: 7/437 Cambridge St,, Floreat, WA 6014, Australia
Website: https://approvedfp.com.au
Source: NewsNetwork
Release ID: 89175737
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