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21st November 2008
 
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Genesys Wealth System

Retirement years

Financial priorities: Maximise retirement savings
Life motto: Life begins at 60

Now it's time to reap the benefits of your working life. For some it may be time to devote to the house, gardening and bowls. For others it may be time to start that world trip, write that book or try bungie jumping.

Whatever your plans, maximising your retirement savings is essential, and the way you structure your finances can greatly affect your overall retirement income.

 

Key strategies

  • Pension maximisation
  • Managing tax issues
  • Life insurance (as an estate planning strategy)

View our case study to find out more about financial strategies for this stage of your life and then make an appointment with a Genesys wealth adviser in your area to kick-start your lifelong financial plan.



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