Laying down the groundwork
Planning for the twilight years
It’s easy to put planning for retirement on the back burner, especially when you’re busy with family life and work. But it’s something that we all HAVE to do at some point. So why not get some support to put the right plan in place?
Our Retirement Planning Service
The Money Room works with you to prepare a financial plan that will facilitate the kind of retirement you want. But that’s not all. Once the plan’s in place, we’ll monitor it to ensure you stay on track.
- Stay on top of market conditions to keep your plan up to date
- Ensure that taxation is always to your advantage
- Continue to source fantastic investment opportunities
- Ensure that when you’re ready to retire, your finances are ready too.
What will a good retirement plan help you do?
- Increase your net worth
- Maximise the power of your income today
- Manage and eliminate any debt before you retire
- Ensure you make good investments
- Achieve the lifestyle you want
You don’t have to sacrifice today to prepare for tomorrow
The Money Room strongly believes that your retirement plan should work hand-in hand with your day-to-day life just now.
We work hard to ensure that you can live life to the full today while, at the same time, paving the way for a well-funded retirement.
Plan your retirement today
For more information, and a NO-OBLIGATION chat with one of our retirement planning experts, call 1300 857 520 or fill in our short form now. We’ll then be in touch to set up a good time to talk.
Still not sure?
Why not come in and see The Money Room for yourself? Our team in the office will be happy to take time to chat with you and answer any questions. You’ll find us here.