One of the leading financial planning firms in Western Australia aims to help Wembley Downs professionals prepare for retirement with the release of a new checklist for those who are over 45 and currently still working.
-- Approved Financial Planners has announced the release of a pre-retirement checklist aimed at professionals in Wembley Downs, aged 45 and above. The group emphasises the importance of pre-retirement planning, particularly for this age group, to address concerns early on instead of dealing with them post-employment.
More information is available at https://www.approvedfp.com.au/services/retirement-planning/
According to the financial advisory firm, the checklist is targeted at this age group because, around age 45, financial obligations such as mortgages and family expenses often begin to decline, creating an opportunity to focus on long-term financial security.
“To maintain sufficient financial income in retirement, a clear plan is essential,” said Daniel Stevens, Managing Director and Senior Financial Adviser at Approved Financial Planners. “Our retirement planning process will initially cover how much you require in retirement and then review your progress toward your financial goals.”
“We believe it is important to start this process as soon as possible to maximise the potential outcome in retirement,” he added.
The Retirement Planning Checklist allows clients to review their current income, expenses, desired retirement lifestyle, and risk tolerance before meeting with an adviser. This preparation provides a clearer picture of the resources needed for retirement, while also outlining the recommended sequence of steps to follow from now until the client officially retires.
“We’ve found that 85% of clients who complete our pre-retirement checklist express increased confidence when meeting with a financial planner,” Stevens said.
Once the checklist is complete, clients can move into a more detailed planning process. Approved Financial Planners employs a proven four-step framework, alongside access to managed investment and superannuation funds overseen by world-renowned investment managers, ensuring funds are allocated to optimise growth potential while managing risk.
In addition to investment guidance, the firm also connects clients with other professionals who may play a role in the retirement planning process, such as estate planning lawyers and accountants. This collaborative approach ensures all aspects of retirement are considered, from wealth preservation to legal and tax matters.
With over 30 years of experience in Western Australia, Approved Financial Planners continuously develops retirement strategies and tools to help its clients achieve their financial goals.
Those seeking to access the checklist or talk to a financial planner can visit https://www.approvedfp.com.au/services/retirement-planning/
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: PressCable
Release ID: 89169948
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