FREE 13-PAGE GUIDE
How much is enough?
A practical guide to working out what you actually need to retire.
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It’s the question almost every Australian over 50 has but few people sit down and answer.
How much you need depends on what you want retirement to look like, when you want to stop working, and how long you might live for. Half of Australians today will live well into their late 80s, which for most of us means twenty or thirty years of life to fund.
Most of us put off the maths because it feels too far away or too complicated. Around a million working Australians over 45 still don’t have a plan.
This guide is the start. Five steps, written in plain English, to help you go from wondering to knowing.
The 5 steps inside the guide
Whether retirement is decades away or already here, these are the five things worth working through.
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Understand your current financial position
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Identify your financial needs
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Plan your strategy
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Use smart wealth strategies
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Manage your mindset
Who we are
We work with people who would rather get this right than get it fast.
Amplify Wealth is a financial advice firm based in Woolooware, in Sydney’s Sutherland Shire. Our advisers Tanya Carlson and Dan Easton work with individuals, families and business owners across Australia’s eastern states, helping them plan for, and live well in, retirement.
If you’d like to talk through your situation after reading the guide,
we’d love to hear from you.
Still here?
Send me the 13 page guide.