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.
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| Site Map | Disclaimer | Terms of UseCBD Wealth Solutions ABN 75 083 804 317 provides its financial planning services as an Authorised Representative of Count. 'Count' and Count Wealth Accountants® are the trading names of Count Financial Limited, ABN 19 001 974 625. AFS Licence Number 227232. Professional Partner of the Financial Planning Association of Australia Limited. The information on this site is not advice and is intended to provide general information only. It does not take into account your individual needs, objectives or personal circumstances.