James and Louise had concerns that they couldn’t make their retirement savings last the distance, so they reached out to Andrew, their LGS financial planner.
James and Louise have been married for nearly 40 years, almost as long as they have both been working. James continues to work full time, and Louise works one day a week.
While Louise is eligible to access her super when she turns 65 later in the year, she’s decided to keep working for a few more years to keep herself busy and to continue to build their nest egg.
To see how an LGS financial planner* can help you maximise your super and reduce your overall tax, 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.
Ella (64) and Paul (67)