Financial Planning, Tax, Wealth Creation, Business Planning, 360 Financial Group, Eltham, Victoria, Australia

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:

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

Count on us

A Count adviser can help you:

Plan for your retirement
Boost your super using smart super strategies

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360 Financial Group ABN 61 401 351 286 provides its financial planning services as an Authorised Representative of Count. 'Count' and Count Wealth Accountants® are the trading names of Count Financial Limited, ABN 19 001 974 625. AFS Licence Number 227232, a wholly owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Professional Partner of the Financial Planning Association of Australia Limited.

Please note any taxation or accounting services are not endorsed nor the responsibility of Count Financial Limited.

The information on this web page is not advice and is intended to provide general information only. It does not take into account your individual needs, objectives or personal circumstances.