Retirement Planning

We specialise in helping our clients plan for, enter and enjoy retirement.

We are often asked when should we start planning for retirement?

The answer is it’s never too early. Planning with plenty of time on your side is significantly more effective than trying to fix a problem later in life. We recommend a review be conducted at least 10-15 years out from your planned retirement date. Success by design certainly beats the alternatives.

Current laws allow those preparing for retirement the ability to access their super savings in the form of a pension from age 55, even if they are still working.

This initiative is known as "Transition to Retirement".

It provides over 55’s with an opportunity to increase their super savings, pay less tax, and still have the same take home income they enjoy today.

We can show you how to improve, boost or fix your retirement readiness.

We provide a range of services for those that are enjoying retirement.

We can help manage your assets, income streams and your relationship with Centrelink.

Contact Us

Address: 14-17 The Crescent
Penrith NSW 2750
Phone: (02) 8073 7499
Mobile: 0416 543 810
Fax: (02) 8834 0716

Company Info

© Taylord Financial Solutions
ABN: 17 167 986 601
Website Sitemap
Developed by: I'm The Black Sheep

Authorised Representative of WealthStream Financial Group ABN 35 152 803 113
Australian Financial Services Licence 412079
WealthStream Address: G02, 1 Eden Park Drive, Macquarie Park, NSW, 2113

General Advice Disclaimer
The information on the Taylord Financial website is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product