What We Do
Planning your Retirement
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Careful planning before you retire can make a big difference to your superannuation balance, making it last longer and giving you peace of mind that you’re hard earned wealth is protected. Our aim is to assist you to invest and structure you accumulated wealth so that you can generate sufficient income to meet your living expenses in retirement.
Superannuation is an investment that the majority of us that work or have worked at one point in time will have. For most, it will end up being the biggest investment they hold outside the family home and is an investment for the future.
It is really important that you understand why you need it, what you’re entitled to, how you can grow your superannuation and how you can best manage this money for your retirement.
Do you know;

  • The incentives available on the rate of tax paid on contributions to superannuation?
  • The incentives available on the rate of tax paid on the earnings on investments held within superannuation?
  • The benefits of having a Self-Managed Super Fund?
  • If you are in the most appropriate investment option for you?
  • If you really have enough insurance cover based on your individual needs?
  • The benefits of increasing your super contributions?
  • What happens to your super if something happens to you?


Download our guide to superannuation for further information

Transitioning to Retirement strategies aim to boost your superannuation savings in a tax effective manner. They can also enable you to ease your way out of the workforce by reducing the number of hours you work without causing financial stress due to the related reduction of earned income.


Download our guide on Transitioning to Retirement

For business owners, we will work with you to put in place business succession plans, networking with solicitors and accounting professionals to ensure tax concessions available are fully utilised to maximise the assets available to meet retirement income needs.

Call us on 02 9524 4890 or click here to contact us to make an appointment with a CPR WEALTH adviser to discuss retirement planning strategies and how we can work with you to maximise your retirement savings. 

 
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Priddis Pty Ltd (ACN 111 606 341) trading as CPR WEALTH
ABN 75 662 829 642
Corporate Authorised Representative
Charter Financial Planning Limited
ABN 35 002 976 294
Australian Financial Services Licensee
Licence Number 234665
Principal Address : 750 Collins Street PO
BOX 2830 Melbourne Victoria 3001

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