It was when Andrew was cutting his birthday cake that he realised it was time to get serious about his retirement in 10 years’ time.
Neither Andrew nor Suzie had paid much attention to their super; however, they were in a good financial position, having only a moderate mortgage and credit card debt. After enjoyable careers, they could see retirement on the horizon, and were looking forward to travelling, renovating their country shack and spending time with family and friends.
While 10 years sounded like a lifetime away, they also knew it would pass in the blink of any eye so the couple made an appointment to meet with Ivan, an LGS financial planner, to discuss maximising their wealth now and into retirement.
To see how an LGS financial planner*could help you maximise your super for a better retirement, request an appointment now, or call us on 1300 LGSUPER (1300 547 873) between 8.30am and 5.00pm, Monday to Friday.
*Whether or not a fee applies will depend upon the scope of the financial advice you require. Your financial planner will discuss any fee payable when meeting with you and, if a fee is applicable, will advise you of the fee should you decide to proceed with obtaining the advice.
This case study is illustrative only and is not an estimate of the investment returns you will receive or fees and costs you will incur. Member names have been changed to protect anonymity.
This has been issued by LGSS Pty Limited (ABN 68 078 003 497) (AFSL 383558), as Trustee for Local Government Super (ABN 28 901 371 321). Any advice in this case study is general in nature and is not a substitute for personal advice as it does not take into account your investment objectives, financial situation or particular needs. Accordingly, you should seek professional personal advice and refer to the relevant Product Disclosure Statement at lgsuper.com.au before making a financial decision.
Natalie (59) and Jeff (61)