I’m Getting Old! Set Me Up for Retirement
We’ll Design an Investment Strategy to Meet Your Lifestyle Needs
We’re here to help you build your wealth and secure your lifestyle for retirement.
If you have recently been slapped in the face with the reality of your retirement – you have come to the right place. We’ll restructure your current financial situation and design an investment strategy that’s fit-for-purpose for the over 50s looking to build their retirement wealth in shorter timeframes.
Custom Investment Strategies to Support Your Retirement Lifestyle
We’re experienced financial and property investment strategists. We’ve worked in every side of finance including debt collection, debt consolidation, mortgage brokering, property investment, finance, and credit management. We know how the systems work which makes us well qualified and informed on the full range of financial strategies available to our customers.
Our older customers have different concerns, needs, and priorities to our younger investors who are just starting out. We provide a comprehensive review of your financial situation, existing loans (assets), debts, savings, budget, superannuation, and lifestyle. And, we have an honest chat with you about your expectations and priorities for your retirement years to help create a better outcome for you.
Because, your strategy is time-sensitive. So, we’ll match you with the right type of investment properties for your objectives – whether that’s a self-standing asset, yielding asset, or a capital gains asset to secure wealth for your loved ones once you’re gone.
How to Build Wealth for Retirement – From Pensioner to Self-Funded in 4 Steps
Before we design any strategy – we get to know you, the real you.
- We start with a fact-finding session to learn who you are, your fears, your priorities, your goals, and your current financial position.
- We provide a basic plan. We identify your opportunities to improve your current financial position; whether that’s through debt reduction, refinancing existing assets, reviewing your insurances, or finding you extra income and equity to get you ready for your next investment.
- We introduce you to your options and design your investment strategy. We consider your age, goals, priorities, fears, lifestyle, budget, and timelines. We identify and match you with the right investment property and mortgage for your goals and commitments – and then we do all the legwork to put it in place.
- We work closely with you as your financial coach to see your strategy through. We review your strategy at the finish line, and continue to check in every 3 – 6 months to make sure your new mortgage is set up correctly and that you’re sticking to your new plan.
Our Customer-First Focus
We’re not here to charge you at every stage. That’s why the first two steps are obligation free. It’s our opportunity to learn who you are, what drives you, and what you want to achieve. And, it’s your opportunity to learn more about your options and what we may be able to do for you.
We’d love to meet you. You can find us on Adelaide Street, Brisbane city.
Call ClearPath Financial to book your obligation-free appointment.