Is this your year to retire?

If you’ve got retirement in your sights this year, we’ve got the ultimate checklist to help you retire in style. Discover how to prepare for this exciting new chapter in your life, safe in the knowledge that your finances will be taking care of you.

The key points are as follow :

  • Explore your goals and make plans

  • Work on your budget

  • Reduce your debts

  • Budget for big ticket items

  • Check your eligibility for government benefits and super

  • Find out about tax

  • Make a retirement income timeline

  • Take care of family matters

  • Find the right financial planner for you

  • Plan to be in the best of health

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