Retirement Financial Advisors in Perth

"How can I set myself up to live comfortably and maintain the lifestyle I’ve become accustomed to in my retirement years?"

This is the question that drives many people to seek out the ongoing services of a financial advisor. And having worked with many pre-retirees and retirees over the years, we know there are five key things people value in retirement:

1

CONFIDENCE

Knowing they can comfortably fund the lifestyle they desire and that they have enough cash on hand to live life the want they wish to

2

SECURITY

Knowing that if unexpected events occur, they have the capacity to ride out those events without too much stress

3

PEACE OF MIND

Knowing they have access to personalised and timely advice when the expected and unexpected occurs

4

RELATIONSHIPS

Knowing they have the time and mental energy to devote to the relationships that give them joy and their life meaning

5

PURPOSE

Knowing that even though they are not working in the traditional manner, they’re contributing meaningfully to the world

When it comes to retirement planning, there are three phases, not one

1

PLANNING FOR
RETIREMENT

The earlier you start, the better, but it is never too late to start growing your assets and building wealth to best set yourself up for the future.

2

TRANSITIONING TO
RETIREMENT

Will you take a gradual approach or will you make the transition in full on a set date? We can help create a plan that best suits your needs.

3

LIVING COMFORTABLY
IN RETIREMENT

This goes beyond financial comfort. It’s also about the lifestyle you want and understanding how you want to spend your days.

The HPH Solutions team has more than 100 years’ combined experience in providing retirement planning advice. We’ve helped farmers transition to life off the land. We’ve given individuals on disability claims the confidence to pursue further claims that set them up better for the future. And we’ve helped couples in their late fifties maximise their situation even when starting retirement planning relatively late.

Find out how we can help you build a stable future by booking an appointment with one of our financial retirement advisors in Perth. Call us on (08) 9200 3123.

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