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From 1 January 2017, an estimated 300,000 age pensioners will have at least part of their pension cut, and just under 100,000 of these people will lose all entitlements with the Government’s recent changes to the Age Pension asset test thresholds, according to SuperGuide.

Thinking about your financial future can be daunting, especially when regulations around super seem to be constantly changing, but you don’t have to go it alone.

A Vision Super financial planner, can help you prepare for such changes, and will work with you to identify your current financial situation, your goals, and a plan of how you can achieve them.

Vision Super member, Barry organised an appointment to help himself better prepare for retirement.

At my first appointment five years ago, I found out I had nowhere near enough to retire on, but in the last five years I’ve increased my super and feel a lot more confident about retirement. I’ve even got a fixed retirement date and a five year plan.

With an average of 10 years’ experience, and an Advanced Diploma in Financial Planning as a minimum qualification, our planners can help you in all areas of financial planning – not just super!

Whether you’re after general information, a snippet of advice or a tailored financial plan, see how Vision Super financial advice can help you on our advice page.

 

To continue reading Insight, click here.

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Upcoming events

8 Aug 2017
Time: 05:00 pm - 07:30 pm
Location: The Dome Geelong Library & Heritage Centre

23 Aug 2017
Time: 05:30 pm - 07:00 pm
Location: Vision Super Offices

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