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Retiring

Thinking about retiring? Putting a sound financial plan in place is your first step to making sure your retirement lifestyle will be what you dreamed it should be!

Retirement is your chance to enjoy the rewards of a lifetime of hard work. So it’s time you made sure your financial plan will allow you to make the most of it. Even if you’ve never had a financial plan in mind for your retirement, it’s never too late to start. At Skylight, we have experts on hand to help you make the most out of what you’ve got, and if there is still time left before you retire, make sure you have a plan in place that will maximise your options when you finally do retire.

We have compiled the services below as recommendations tailored for you

  • Superannuation
  • Budgeting and Saving
  • Private Health Insurance
  • Legal Services and Support
  • Centrelink Assist
  • Estate Planning
  • Comfortable Retirement Lifestyles

Superannuation

Making the job of choosing the right super fund for you an easy task.

Your Skylight specialist is on hand to help you choose the super fund that is right for you and your family, taking into consideration any other investments you may have.

Budgeting and Saving

You save right? But do you know there are options available to you to make your money work even harder than you do?

At Skylight our budgeting and saving experts can provide you with the right tools and expertise when it comes to making the most out of your budgeting and saving strategies.

Private Health Insurance

Private health insurance – the worst strategy is to set and forget your cover.

As the cost of private health insurance increases the most obvious place to look for savings is to change your mix of cover to suit your life stage without increasing risk.

Legal Services and Support

Legal and support service your finger tips!

At Skylight we have close working relationships with external partners who specialise in legal services and support.

Centrelink Assist

Are you optimising Centrelink benefits to complement your other wealth creation strategies?

Centrelink in many ways, provides a safety net for possible times in your life when things aren’t going exactly to plan. Ensuring that you set yourself up to access any benefits that you may be eligible for as part of your risk management strategy is an important step.

Estate Planning

You rarely know when your time is up, which means some careful thought needs to take place to get your estate planning set up right.

Tomorrow is not promised to any of us, and there are so many variables when it comes to getting your financial affairs in order.

Your Skylight estate planning expert can provide this assurance with a suite of detailed, binding and enforceable documents that all work together.

Comfortable Retirement Lifestyles

You work hard, providing for your family and contributing to your community.

You deserve to look forward to a comfortable and fulfilling lifestyle in retirement. Having a clear retirement plan can be daunting given the amount of conflicting advice out there. However, you won’t get there unless you set clear retirement lifestyle goals, plan well ahead and start the process sooner rather than later.

Talk to Skylight today

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