Post Retirement Planning
Preparing for when you retire can be a daunting and often frightening experience. Knowing how much or how little to withdraw can impact on your long term sustainability of your investments.
Withdrawing to much capital / income can see you decreasing your capital and not withdrawing enough could impact on your lifestyle.
At Kevin Mills Financial Services we can assist you with your retirement. From retiring from your fund, to creating a plan, implementing the plan, ensuring your tax liability is minimised and constructing the correct portfolio to ensure your income and lifestyle needs are met.
We provide the following solutions:
- Living annuities
- Guaranteed annuities
At Kevin Mills Financial Services we understand that you’ve worked hard to earn your right to enjoy retirement. Knowing that we always put your interests first will give you the peace of mind to enjoy your retirement.
The journey of a thousand miles begins with one step