PRE RETIREE

Goals focus on planning for a comfortable retirement and maximising super for retirement. The mortgage tends to be paid off or at a manageable level at this stage.

Watch the video below to learn more about this life stage.

• BOOST YOUR SUPER
• MORTGAGE OR SUPER
• PLAN YOUR RETIREMENT
• DIY SUPER
• INSURING YOUR FUTURE
• PROTECTING YOUR FAMILY
• MOVING INTO RETIREMENT

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 WTM Financial Services Pty ACN  617 991 698  provides its financial planning services as an Authorised Representative of Count Financial Ltd ABN 19 001 974 625 AFSL No. 227232 which is 85% owned by CountPlus Limited ABN 111 26 990 832 (CountPlus) of Level 17, 1 Margaret Street, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 17, 1 Margaret Street, Sydney 2000 NSW. CountPlus is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial Ltd. The information on this web page is not advice and is intended to provide general information only. It does not take into account your individual needs, objectives or personal circumstances.

General advice warning. The advice provided is general advice only as, in preparing it we did not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of your advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product.