We believe its important to assess each stage of retirement in detail, and develop a specific strategy for each one.
Our belief is that after a lifetime of work and commitment, everyone should look forward to a smooth and carefree retirement.
Whether you are a young professional seeking to take the first steps towards retirement on a long time horizon, or further ahead in your career and seeking to complement your existing plan, we can help you take the next step forward in your path.
In the busy nature of day-to-day life, it’s easy to lose track of where you are in your own retirement journey. Today we are fortunate to experience longer lives, due to increasingly higher quality healthcare services and new scientific breakthroughs. At the same time, governments and employers around the world are beginning to give individuals more control and responsibility over their wealth and retirement plans.
While we enjoy the privilege of more time to spend with friends and family, its also important to consider that a longer retirement will require more wealth to support it. Melbourne Capital Group ensure our clients have a retirement roadmap in place, which sets out achievable goals, key objectives, and importantly a personalised strategy - to ensure a fruitful and peaceful retirement.
For individuals and families who are building their wealth towards retirement, we specialise in creating a strategy for income generation and wealth accumulation in line with your intended retirement.
For individuals and families which hold existing wealth, we focus on creating a strategy to engage your wealth to support your lifestyle, while preparing to pass it to the next generation.
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