Would you rather retire at 55 than 75?
Wondering how you'll afford that vacation?
Saving up for your dream home?

60's and beyond - Retirement

When you've made it to 60, its time to start winding down.....time to reflect on your past and what you have achieved, and design your retirement lifestyle. What will you do when you leave work?

Health, independence, housing and longevity may be issues on your mind. And, you want to make sure that you will have enough income to live a comfortable retirement.

Questions you may be asking are:

  • How can I make sure my assets can sustain me for the rest of my life so I'm not dependent of family or friends?
  • What if I live another 15 years? Will I have enough money to last?
  • Increasing medical costs are a concern for me. How do I accommodate for them within my overall plan?
  • I may need to enter a retirement village or aged-care facility. How much will it cost me and what is the best way to fund this?
  • I have a lot of grandkids. Can I help my children with their education savings?
  • I want to leave money to my family, church or family. What's the best way to do this?
  • How would I cope financially, if something happened to my children, and I was left to look after my grandchildren?
  • How do I make sure everything is well-tended and easy to manage for my children when I pass?

How can Centra Wealth help you?

We specialise in helping people to answer the above questions - as well as providing you with these services:

  • Pre-retirement and Retirement Planning - including Aged Care
  • Centrelink Maximisation Strategies
  • Superannuation fund and strategy advice
  • Self Managed Superannuation Funds
  • Tax Minimisation and Tax Planning
  • Lifestyle Expense Planning
  • Estate Planning
  • Advice on downsizing your Property

Specialist Services

How else we can help you

CENTRA WEALTH Pty Ltd (ABN 39 158 802 450) holds an Australian Financial Services Licence (#422704) issued to it by ASIC. It trades as CENTRA PRIVATE WEALTH, CENTRA SECURITIES and CENTRA WEALTH ACADEMY. CENTRA MONEY Pty Ltd (ABN 96 167 497 305) is a Credit Representative (#452523) of an Australian Credit Licence holder (#389328) and trades as CENTRA MONEY. Collectively the above are known as "The CENTRA WEALTH Group".