Late career… pre-retirement planning

As you approach retirement, careful planning becomes essential to ensure a smooth transition into this next phase of life. You've worked hard to get here; now is the time to make sure you are taking advantage of tax minimisation and wealth consolidation strategies.

 At Lionheart Financial Advice, we specialise in helping pre-retirees navigate the complexities of this critical phase in your financial life.

 From optimising your superannuation and investments, to modelling your retirement income funding trajectory, we work closely with you to create a comprehensive roadmap that aligns with your goals and aspirations.