How To Invest When You Are Retired

Now that you are in retirement, the last thing you want to be doing is worrying over your investments. However, that is easier said than done.

It is now that you need your investments to support you for many years to come. You may also want to make sure that your investments continue beyond your own life, through to your family and possibly some charities that you wish to leave a legacy for.

Your Financial Plan in Retirement

Your retirement starts with great planning. To get off to the best possible start, you’ll need someone who can listen, question and create a choice of solutions designed for you.

Most retirees have experienced the ups and downs of investing. First and foremost, a financial plan should provide the security of income ahead of taking on additional risk.

Many retirees are also mindful of what happens when they themselves are no longer here. There is a strong desire to make sure that the right assets are passed to the right people at the right time.

How we can help

We are professional financial advisers who pride ourselves on our technical skills and experience that we have gained through helping retirees. We understand that the first step is a matter of listening with empathy to your situation along with the goals and aspirations you have for your retirement.

With Piccadilly, you can expect a team that will:

  • Start by listening to you
  • Offer a range of solutions
  • Discuss in great detail to help you make informed decisions

Our team is professional & friendly and here to help.

How to make a start on your plan?

Why not give us a call to take advantage of our initial complimentary consultation on  (02) 9267 7832. Alternatively, click for our contact page and send us an email.

Piccadilly Financial Services Pty Ltd
AFSL 414417
ABN 97 096 525 914

Our advisers are authorised to provide financial advice as Representatives of Piccadilly Financial Services Pty Ltd