When can I choose to stop working?

Aside from superannuation, the key to a successful retirement plan is determining the amount of assets required to support your desired income and lifestyle. Everyone’s situation is unique.

The following are the key steps in developing your Retirement Plan:

    1. work out your retirement income needs, which will determine the amount of assets you need to accumulate,
    2. once you know the level of assets you need, determine the mix between your active and passive assets, and
    3. look at the current market value of these assets and take into consideration your costs and commitments.

In the video below, Matt Schlyder explains how a Retirement Plan fits into your overall Financially Well Organised strategy and the approach we take in building your Retirement Plan.

One of the keys to wealth accumulation is structure.

The Retirement Plan guide below provides a practical summary of key considerations for your retirement.

Download the guide here

We are here to help guide you at every stage of life.
As always, if you would like to discuss any of the considerations in your Retirement Plan,
please contact Matt Schlyder at matt@fwoca.com.au or on 07 3833 3999.

The 10 key elements to becoming Financially Well Organised

When you have a clear strategy for each of the elements, you will be  Financially Well Organised and you too can have peace of mind your financial affairs are in order.

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