At Kuda Wealth, we work closely with our clients to help them prepare for the both the emotional and financial challenges they’re facing and provide strategies
to cope during this period.
We structure your financial affairs so that the challenge of retirement becomes an opportunity; the opportunity to pursue your dreams, to chase adventures
and to enjoy more time with family and friends whilst feeling secure in the knowledge that your cash flow is sufficient to meet your lifestyle needs.
We call this “Currency for Life”.
Kuda Wealth use comprehensive financial modelling specific to your circumstances. We factor in variables such as your age, income, investment and lifestyle
assets, when you plan to retire, attitude toward investment risk, life expectancy, interest rates, Centrelink rules and other legislative and tax concerns.
Kuda Wealth can provide specialist retirement planning in the following areas:
- Wealth mapping and preservation of your retirement savings through effective portfolio management;
- Business succession planning for self-employed individuals;
- Trajectory forecasting to determine your expected retirement income;
- Making the most of your superannuation, investments and savings in preparation for retirement;
- Maximising social security and Government assisted entitlements in retirement;
- Ensuring that your investments are structured for maximum tax effectiveness.
Remember, it is never too early or too late to commence the plans for a prosperous retirement!
Click here to speak to us about your retirement planning.