About to Retire

Are You Thinking Of Retiring Soon? Worried About Not Having Enough Money To Live On Despite A Lifetime Working? Milestone Can Help.

If you are considering retirement, you need the right advice to maximise what you've spent a lifetime accumulating. We understand that at this stage of your life there are no second chances when it comes to your retirement nest egg.

There are big decisions to be made and lots of options available, choosing the right one for your own personal situation is vital.

The team at Milestone can help you build the financial certainty you are looking for by using tried and tested steps to maximise the final working years by:
  • Legally minimising tax
  • Maximising superannuation benefits
  • Structuring your finances to give you access to entitlements, including social security benefits including Age Pension.

Milestone can provide a step by step plan to lead you onto a stress-free pathway toward a financially secure retirement.

"I owe you a great deal for your support over the past three years. I go into retirement feeling a lot less apprehensive about my financial future thanks to your good advice and direction. Thank you. Not just for the past three years – but since we first met back in 1997/8. You are an asset to the industry!" Maryanne Haslam