Preparing for, or Enjoying Retirement
Start Planning Your Perth Retirement.
Are you preparing for or enjoying retirement? As you near the end of your working life, it’s important to make smart decisions with your money to secure a comfortable future.
At Empire Financial Group, we believe in creating a detailed strategy and good financial habits to achieve your goals. Those earning good incomes can achieve financial security with the right strategy and team.
Providing Peace of Mind: Ensuring a Secure and Enjoyable Retirement
Often, people come to us asking, ‘Will we be OK in retirement?’ If we can show them that they can maintain their current spending without running out of money—that there’s enough for a new car or home improvements—it gives them a sense of confidence. Retirement no longer feels like something to fear.
A truly positive outcome is when we can tell clients they can even afford to spend more. That’s a great conversation to have. It means everything has been taken care of, and their long-term planning has paid off.
Key Considerations for Planning Your Retirement with Us:
- Access to income, budget and available funds
- Tolerance to risk and fluctuating asset values
- Tax position
- When you will need funds and the purpose?
The Empire Difference
Each client scenario is backed by comprehensive modelling and scenario testing to give you all the options and peace of mind that the path you choose is the one that suits your circumstances best.
Furthermore, our size grants us bargaining power. Unlike smaller firms, we’re not merely price takers – this advantage directly benefits our clients with access to investment options either not available to other investors at all, or at significant discounts to our clients.
The relief on our clients’ faces when they realise their money will last a lifetime—or that additional support is available down the road—is truly rewarding. During our review meetings, we especially cherish hearing their stories about taking that dream holiday, purchasing a caravan to travel around Australia, or finally pursuing the activities they’ve always wanted to enjoy in retirement. Those moments are what make our work so fulfilling.
91%
Advisor Trust! Score
9.0 *
Overall Practice Satisfaction
9.0 *
Overall Satisfaction
With Main Advisor
9.0 *
Communications
9.2 *
Instilling Trust
9.1 *
Caring
*Scores out of 10. Based on independent research by the Beddoes Institute, April 2021.
Testimonials.
“The team at EMPIRE have been an absolute godsend for a negligent couple of teachers who should have paid much more attention to financial planning for retirement. As we approached our 60th birthdays we went searching for someone who might be able to help us optimise our GESB superannuation and property assets in preparation for our life after work finances, someone who we could trust! Fortuitously, a work colleague recommended that we contact EMPIRE. We have now been with Empire for 8 years and have now both retired (early) with the confidence that we are very well set for the next exciting phase of our life. These guys really know their stuff (GESB, property strategies, market trends, Super regulations, investment strategies), are fantastic communicators and highly ethical – EMPIRE has most certainly earned our trust. You probably make only a handful of truly life changing decisions in your life and we have no doubt that entrusting our financial future with EMPIRE is certainly one of these.”
Keith and Veronica Marley
“We have been dealing with the Empire team for over 10 years now. From our initial meeting back then we were listened to, our goals were established and the team went to work. The plan that was set out for our future has reached and exceeded our expectations. Our advisers have a fantastic work ethic and go over and above all the time. They take pride in their work and are genuinely interested in our family as it has grown over the years while been with EFG. Would 100% recommend to anyone who wants to be financially sound and you will receive professional assistance in reaching your goals.”
Mark and Jane Ivens
Meet the Retirement Specialist Team That Will Get You There
Kiah Bradford
Glyn Cooper