Example Retirement Plan
What does working with a professional get you?
32 Pages of Comprehensive Retirement Advice and Recommendations
Download our example Retirement Plan designed by the expert team at Profile Financial Services
Are you ready for Retirement?
If you’re between 40 and 55, you may not have given much thought to retirement.
Frequently Asked Questions about Retirement
We’ve helped hundreds of families in Sydney plan for retirement and have answered some of the most common retirement planning questions here:
How much money do I need to save for retirement?
You need to think about three things: what age do you want to retire, where you’ll retire to, and what you’ll do in retirement? That’s the simple part, the complicated part involves the type of healthcare you want to receive, the insurance coverage you want to be protected by, what option you chose when receiving your super payments, do you have estate planning in place?
You could be retired for up to 30 years so working out a yearly cost and multiplying it is a quick way to get your calculation.
How does my income work when I retire?
How do I create a retirement plan?
- Where you’ll be living in retirement (location and housing type)
- What you’ll be doing in retirement (part-time work, hobbies, activities, travel)
- How much the two previous points will cost
- The difference between how much your retirement will cost, and how much you’ve saved to date, divided by the number of years until you plan on retiring.
Do I really need to use a financial planner?
What a professional retirement planner can provide is guidance on not only planning for your future, but putting in place a savings plan today that doesn’t take out all of the fun you can have in the years leading to retirement.
A good adviser will also stay up-to-date on the latest regulations and changes in the retirement landscape and ensure the advice that they give and have given in the past continues to generate the best returns for their clients.
Why should I work with Profile Financial?
- We’ve helped hundreds of families in Sydney plan for retirement and would love to add you to our client family.
- We understand that budgeting and saving for retirement can seem like to big of a sacrifice for today so we’ve developed our unique approach.
- We like to set our clients up into savings buckets, that achieve short, medium, and long term savings goals
- We aim to help our clients save, but still give the flexibility for family holidays, new cars, schooling, and other costs that our families incur.
If you’re willing to have an obligation-free conversation with one of our highly trained advisers, fill out the contact form below.
What are the fees for working with Profile Financial?
- Strategy Advice – $3,300 to $22,000 (incl. GST) depending on the level of complexity. This is one off.
- Ongoing Advice – $3,300 to $16,500+ (incl. GST) per annum depending on the level of monitoring and ongoing work that is required.
If we don’t think we can help, we will tell you that honestly, and early. We have many years of experience, and many contacts in financial services. So the chances are good that even if we are not the right firm for you, we can help you find someone who might be a good match.
Want to see a retirement plan?
Download our example retirement plan. With 35 pages of comprehensive retirement planning coverage, it’s sure to provide a robust overview of what a professional plan looks like.
Plan to enjoy your retirement.
Don’t leave the best years of your life to chance or luck.
Our excellent team of fast-working, authentic professionals is ready to meet with you, discuss your unique vision for your retirement, and craft the perfect financial solution for you.
Make more time to savour your retirement.
Planning for retirement can be confusing and overwhelming
Figuring out what plan is right for you and navigating the choppy waters of
legal responsibilities is not something you should have to worry about alone.
We’re here to stand by your side. Our professional team of experts knows their stuff,
and we create a safe space where we can grow together. When you reach your goals, we reach our goals.
It’s Personal
What You See Is What You Get
We Will Change Your Life
Hear about what we can do straight from our customers
Instead, hear what our customers have to say about us, our process and the results we have achieved for them:
We’re here to change your life
Ready to take the first step on your journey toward financial freedom? With Profile Financial Services, the process couldn’t be simpler.
Get in touch
Schedule an introduction meeting with one of our advisers. This meeting is confidential, and we bear the cost of the initial consultation to help us learn more about you and your financial goals.
Create a unique plan
We’ll dive deep into your needs and preferences to create a plan tailored to your circumstances. After some research, your financial adviser will present your advice for your approval.
Enjoy an extraordinary life
After your plan is implemented, you can relax and enjoy the benefits! We will schedule regular reviews with you to monitor your progress and make any necessary adjustments to help you stay on track towards achieving your goals.
37 Years in Business
1,500 Families Helped
1,454+ Retirements Planned
Want more information about planning your retirement?
Learn about 20 key factors of retirement planning to answer your questions and get yourself on track.
The Profile Team
We are a group of diverse people with lots of different backgrounds and we're here to help you.
Profile Financial Services' memberships & awards
We are proud of the hard work we put in and the difference we make in our clients’ lives.
Take a look at some of our memberships and awards below.
