Plan your retirement

FINANCIAL PLANNING

PLAN YOUR RETIREMENT

What are the top 10 retirement mistakes people make?

When it comes having enough money for a comfortable retirement, planning is key. It's never too late to get your retirement plan in order.

What you need to know

Make sure you don't make the same mistake. The top 10 retirement mistakes people make:


  1. Failure to seek professional advice prior to retirement
  2. Investing inappropriately based on lack of understanding of risk and return
  3. Cashing out lump sum eligible termination payments inappropriately
  4. Failure to save enough pre-retirement
  5. Leaving assets in non-income producing investments
  6. Timing retirement ineffectively for tax or investment purposes
  7. Selling investments when market falls and buying in peak
  8. Investing inappropriately due to lack of understanding of asset classes and suitable allocation
  9. Expecting to maintain similar income level post-retirement
  10. Assuming will qualify for Age Pension

Count on us

A Count adviser can help you:


  • Work out the most effective strategy for you
  • Boost your super using smart super strategies

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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