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Retirement Planning

Is your current retirement strategy going to allow you to do the things you have always wanted to do?

It is never too early to start thinking about what your retirement means for you, and it can never be too late.

With everyday Australians living longer, it is becoming more difficult to retire and do the things we have always dreamed of, or is it?

We encourage our clients to actively plan for retirement and we specialise in strategically building your superannuation prior to retirement, as well as maximising any potential Centrelink entitlements you may be eligible for.

At H & C Financial Partners, we work closely with our clients in this important phase of life to help establish what our clients want in retirement, and when they want it, to then formulate realistic strategies to ensure they have the best opportunity to retire in style.

Should you wish to discuss your financial and lifestyle goals or if you are simply looking for further information and would like to learn more about how we could assist you. Please feel free to contact H & C Financial Partners on 03 9021 2089.

Our financial adviser John Hiolos whom we have been dealing with over the years takes a hands-on approach. We constantly receive support and advice from him to suit our individual requirements. He is caring, conservative and takes a forward-thinking approach which give us a piece of mind and ensures us that we are in good hands.

GLORIA L

Planning for Retirement

Your Retirement Questions Answered

If you’re wondering what you might do with your super money when you do access it, remember there will be a number of things to weigh up and look into. How can I take my super? Taking super as a lump sum A lump sum could help you pay off your home loan or other...

How to Work Out Your Retirement Number

The amount of money needed for retirement is not one size fits all. How you’d like to spend your retirement is as unique as you. From the big life changing goals, to the smaller, more personal ones that give your life meaning. There’s no defined age you must retire...