Perth Pre-Retirement Planning Services Announced by Approved Financial Planner

Financial Planners

The Approved Financial Planner has announced a renewed focus on retirement planning services for Perth residents in the year before retirement.

FLORIT, Australia–(Newsfile Corp. – May 5, 2023)- Approved financial planner retirement advisory services for individuals over the age of 45 or in the pre-retirement stages of their careers will initially It was introduced to help former people secure their future after retirement. Savings for a more comfortable experience after work.

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Perth Pre-Retirement Planning Services Announced by Approved Financial Planner

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The renewed focus on retirement counseling services is in response to the latest industry research showing that as many as 40% of Australians have little confidence in their retirement preparations, said the company’s managing director and Senior Financial Advisor Daniel Stevens explained.

Based in Perth, Western Australia, our Certified Financial Planners tailor individual retirement plans to meet each client’s specific retirement goals and aspirations prior to their anticipated retirement date.

Approved financial planners also serve the City of Wembley Downs.

A certified financial planner expert explains how clients can maximize their Centrelink rights and legal strategies to minimize taxes. We also consider factors such as desired retirement lifestyle, age at retirement, possible lump-sum costs, and client’s investment risk tolerance to determine the amount needed for retirement.

Certified financial planners provide detailed advice on superannuation and other retirement and pension funds. Their retirement planning team helps clients create highly tax effective retirement strategies, including superannuations, to maximize this highly tax effective way to invest for the long term and save for retirement. help you to

During strategy consulting, the firm works with clients to identify retirement lifestyle goals, recommend optimal fund consolidation structures to minimize fees, and suggest potential investment options.

An approved financial planner will provide an initial 15-30 minute consultation to determine a prospect’s eligibility for the program. For those who qualify, the next step is a detailed consultation before developing a detailed financial plan. Approved financial planners work with clients for years to come. As financial mentors, they advise clients on planning for retirement and then review progress toward financial goals on an annual basis.

“People generally have family obligations, mortgages, or student debt, so they don’t have enough money in retirement,” said Daniel Stevens, the company’s managing director and senior financial adviser. “As they enter their pre-retirement years, many of the financial obligations from their early years are relieved, allowing them to set aside more money for retirement.”

“Once clients have determined how much money they will need to maintain their desired retirement lifestyle, we discuss strategies for achieving those goals. A well-tuned financial planning strategy can add significant value and make a big difference to your retirement outcomes.”

Approved financial planners have been serving individuals and families in Western Australia since 2005, providing advice on retirement strategies, superannuation, investments and insurance.

Stakeholders can find more information about the Certified Financial Planner’s Retirement Plan at

Contact Information:
Real name: Daniel Stevens
Organization: Approved Financial Planners Pty Ltd
Address: 7/437 Cambridge St, Floreat, WA 6014, Australia

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