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Retirement | Wealth Creation

What lifestyle are you planning for when you retire?

One of the most important steps in planning to save for your retirement is figuring how much you will need to spend each year to live a comfortable lifestyle. Planning a budget to retire into the future can be a daunting task.

 
 

Retirement

7 questions to ask yourself about retirement

Thinking about retiring? Here are 7 questions you should ask yourself if you are thinking about retirement.

 
 

Retirement

Are you prepared for Aged Care?

No-one likes to talk about getting old, but when you or a family member needs help, there’s no getting around it. Many of our clients want to know what choices they have in their older years – and it is crucial to get prepared and have these difficult discussions now in preparation for potential changes in aged care.

 
 

Financial Advice | Wealth Creation

Spotlight on Greg Luscombe – Authorised Rep

All of OzPlan’s Authorised Representatives are experienced Financial Planners. Each Rep, however, also has a specialisation that they are particularly passionate about.  Today we are going to find out what makes Greg Luscombe tick …

 
 

Financial Advice | Wealth Creation

Spotlight on Myles Martin – Authorised Rep

All of our OzPlan Financial Services Authorised Representatives are experienced Financial Planners. Each also has a specialisation that they are particularly passionate about. Today we are going to find out what makes Myles Martin tick …

 
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