50's
In your 50’s retirement planning starts to take priority and the focus begins shifting from wealth building to ensuring you have enough money to live comfortably in retirement.
Consider:
- Income in retirement - Vital
- Personal Risk Insurance – Vital
- Estate planning – make sure you have a WILL
- Taxation minimization
- Wealth building
- Investment gearing
- Superannuation
- Capital Gains Tax management
- Business succession planning
- Salary sacrifice
- Retirement income steam
- Your retirement plan