Pre Retiree

FINANCIAL PLANNING

PRE RETIREE

Goals focus on planning for a comfortable retirement and maximising super for retirement. The mortgage tends to be paid off or at a manageable level at this stage.



Watch the video below to learn more about this life stage.

RMDP Pty Ltd t/as 360FG Financial Services is an authorised representative of Count Financial Limited ABN 19 001 974 625 holder of Australian financial services licence number 227232 (“Count”). Count is owned by Count Limited ABN 111 26 990 832 of GPO Box 1453, Sydney NSW 2001. Count Limited is listed on the Australian Stock Exchange.

 

The information on this web page is not financial product advice and is provided for information only.

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