A week in Tuscany. The perfect flat white. A long-awaited road trip. Buying a beach house. Your daughter’s graduation. The birth of a grandchild. Finally writing that novel.
These are some of the words displayed on the wall of SEQ Advice’s Bundaberg office. Words to inspire and goals to reach.
Retirement is something we all know is coming. Some of us can’t wait. Others dread it. And others wonder if they can dare to dream about their hopes for the future.
Senior Financial Adviser at SEQ Advice Bundaberg Rod Lord said smart planning today could transform locals’ retirement from ordinary to good, or good to great.
“Our goal is to help our clients create the best version of their future but in our complex financial system, it does take some strategic planning,” Rod said.
“The goal of retirement planning is to have enough wealth to make things happen your way,” he said.
The team of qualified financial advisers at SEQ Advice can assist with superannuation, wealth protection, retirement planning, debt management, aged care, estate planning and self-managed super.
Rod said that everyone’s situation and goals were unique and while many people have a broad awareness of financial concepts, they often feel overwhelmed, too time poor or anxious about looking into their options.
“Even if retirement feels far away, we encourage our clients to start putting strategies in place as soon as possible so their money can be working hard for them, while they focus on living their life today. For some people this might involve making some changes to their lifestyle, but others will only need to make small adjustments they hardly notice that will still set them up for future success,” he said.
“Strategies might include saving on home loans, investing more now, maximising tax efficiencies and concessions, and making changes to maximise age pension entitlements. The earlier we meet with a client before retirement the more options they are likely to have.”
Rod recently joined the team at SEQ Advice and said he gets most enjoyment out of helping clients and teaching them financial independence so they can take control of their future.
“I grew up in a farming family and enjoyed a career in agriculture before making the switch to financial planning. I understand the challenges faced by clients in our Region and aim to make things as simple as possible, allowing them to focus on what really matters most.”
For more information visit SEQ Advice, 51 Barolin Street, Bundaberg South or phone (07) 4153 1033