Retire Well
Program
Retirement financial planning Geelong
Min investment: $5,500
If you have your eye on retirement and plan to finish work within the next 10 years, now is the perfect time to take control of your financial future. At MAC Financial in Geelong, our Retire Well Program focuses on strategic retirement financial planning to help you optimise your wealth, reduce your tax bill, increase your savings, and enjoy a stress-free transition into retirement.
This program is designed for individuals who want personalised retirement planning advice that ensures every dollar is working toward their future. As your financial responsibilities, such as supporting children or paying down major debts, begin to ease, it’s time to focus on putting your money to work for you.
Our team will bring together all the essential elements of your financial life, including our Spend Well – Save Well Program, Lend Well Program, Invest Well Program, Your Super Program, and Protect Well Program, to create a comprehensive plan that aligns with your retirement goals.
Through structured pre-retirement financial planning, we’ll help you:
- Optimise your superannuation and investment strategy
- Implement smart retirement income strategies
- Take advantage of opportunities to reduce tax and boost retirement savings
- Build financial confidence and clarity about your next chapter
If you want to retire well and on your terms, our Retire Well Program gives you the structure and peace of mind that your wealth is working efficiently to deliver the lifestyle you deserve.
Once you’ve reached retirement, you can continue your journey with our Retired Well Program, designed to help you manage and enjoy your retirement income with ongoing support and smart planning.
With the help of our Retire Well Program, Dave and Laureena are creating the retirement they always hoped for - confident, relaxed and truly their own.
Wealth is a destination reached by those who regularly take the right steps. Working together we make sure that you are best placed to reach the destination you want.
Jamie McIntyre