Kicking Back

Will your journey through retirement be a comfortable one?

What do you want from your remaining years? Sell everything and become a grey nomad? Work part-time and finally achieve that work-life balance you’ve always wanted?
Now that the kids have moved out and your financial obligations are reduced, you might be looking to move into your dream home or sail away on the high seas. In the years leading up to retirement, there’s a lot to consider.

Henderson Matusch can help you implement a range of tax-effective savings and investment strategies to ensure you can comfortably support yourself in retirement.

Having Freedom

It’s been a long time coming but at last you’re free to kick back and enjoy the rewards you’ve worked hard for. The way you structure your nest egg now will go a long way to protecting it for your future – you may only have one chance to get it right. We’ll work with you to structure your retirement wealth so that all you have to do is make the most of your freedom. Enjoy!

Saving Tax

You might think that you don’t have to worry about tax in retirement, but you can never escape the tax man. As the old saying goes, tax is one of the few certainties in life.

Even in retirement your investments can still be subject to various taxes and how you access your retirement capital can dramatically impact how much tax you pay. We can help you with a plan to access your hard earned money in retirement and avoid paying any more tax than is absolutely necessary.

Having Wealth

With the average life expectancy of Australians growing by the day, the nest egg you’ve worked hard to build might have to last upwards of thirty years. That’s why continuing to invest is so important.

We can balance your assets and capital and help you continue to invest in a cautious manner to help ensure your money lasts for as long as you need it.

Having Direction

Estate Planning is important at every stage of life, but even more so in retirement. The wishes you had back in your 40’s could be drastically different to what you’d want today.

You might have just become a grandparent and you want to set up a trust for the new members of your family. You may have separated from your partner and want to redirect your assets to your children.

We can help you make sure your Will and Power of Attorney are up-to-date and in place in the event that the worst happens. Keeping your Estate Plan up-to-date can save your loved ones a great deal of heartache and you can take comfort in knowing that your wishes will be honoured.

Why Henderson Matusch

We make it easy for you to get started with a plan to secure your financial future. We also help to monitor your progress monthly, which helps motivate you and keep you on track for success. Established in 2004 by financial services industry veterans, we’re big enough to be able to source a range of top financial products across Australia at competitive and in many cases, discounted prices. We’re also small enough to be able to carefully craft the most effective strategies, just for you. We measure our performance by your success and satisfaction, and we never lose sight of what’s really important – our clients