Approved Financial Planners has released a downloadable retirement self-assessment tool, allowing Australians to evaluate financial objectives and superannuation strategies before consulting professional advisors.
-- Approved Financial Planners has announced an updated retirement tool, fine-tuned to the needs of affluent individuals in the pre-retirement phase. The downloadable planner addresses a gap in accessible preliminary planning resources, allowing users to conduct assessments from home while identifying wealth management challenges that require expert attention.
More information is available at https://www.approvedfp.com.au/services/retirement-planning/
Australia's superannuation system, a mandatory retirement savings program funded through employer and employee contributions, requires careful navigation as individuals approach retirement. Additionally, each phase of superannuation—including accumulation, transition, and drawdown—requires dramatic shifts in strategy that pose significant challenges to high net worth individuals, particularly when considering tax liability.
The new tool from Approved Financial Planners targets these obstacles confronting wealthy Australians, offering proven strategic frameworks designed to ease the transition from accumulation to full retirement. The guidance it provides may help users identify wealth concentration in illiquid assets, navigate high-tax environments, and understand the shift from growth-focused strategies to risk management approaches.
In addition to these financial strategies, the company addresses the psychological aspects of retirement planning—an often-overlooked, but nonetheless extremely important, factor that wealthy pre-retirees must consider. For example, the firm highlights the fact that many retirees struggle to adjust when leaving a long career, as well as the stress that legacy-building and estate planning can pose during the retirement process.
As Daniel Stevens, Managing Director and Senior Financial Advisor at Approved Financial Planners, explains, their firm has already seen a notable boost in overall readiness among clients who use the tool to prepare for consultations. "We've observed that 85% of those who work through our tool report increased confidence during advisor meetings," Stevens noted. "This groundwork translates into more focused discussions and improved client outcomes."
Approved Financial Planners integrates lifestyle and personal values into ongoing client relationships, conducting annual reviews to track progress toward retirement goals. Initial self-assessment findings evolve into actionable strategies aligned with individual circumstances, with advisors maintaining regular contact to adjust plans as market conditions and personal situations change.
The firm has been serving the Perth area for over 20 years, offering industry-leading retirement planning insights and wealth management guidance. The new downloadable strategy tool is available at https://approvedfp.com.au
Contact Info:
Name: Daniel Stevens
Email: Send Email
Organization: Approved Financial Planners Pty Ltd
Address: 7/437 Cambridge St,, Floreat, WA 6014, Australia
Website: https://approvedfp.com.au
Source: PressCable
Release ID: 89179053
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