Retired Well
Program
Managing finances in retirement Geelong
Min investment: $5,500
You’ve reached retirement and now life is evolving. At MAC Financial in Geelong, our Retired Well Program helps you navigate these changes with confidence. While your initial retirement plan has supported you so far, it’s natural that your goals, expenses, and lifestyle will shift over time.
Our program provides tailored retirement financial advice and ongoing financial planning after retirement to ensure your wealth continues to support your lifestyle, security, and long-term wellbeing.
The Retired Well Program includes elements from our Spend Well – Save Well Program, Lend Well Program, Invest Well Program, Your Super Program, and a dedicated Centrelink Plan. Together, these create a dynamic framework for managing finances in retirement that adapts as your circumstances change.
We’ll work with you to:
- Review and update your retirement plan regularly
- Adjust your investment and income strategies for stability and growth
- Protect your assets through smart wealth preservation for retirees
- Ensure your superannuation and Centrelink benefits remain optimised
- Provide ongoing support and clarity as your financial needs evolve
Our goal is simple: to make sure you continue to live your retirement on your terms, with confidence and peace of mind.
If you’re planning ahead or have yet to retire, explore our Retire Well Program for pre-retirement financial guidance that helps you transition seamlessly into this stage of life.
Surrounded by Canada’s natural beauty, Lyn is experiencing a retirement filled with freedom and joy - made possible through the support of our Retired Well Program.
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