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Retirement

Enjoying life comfortably.

In retirement it is more important than ever to make the right financial decisions.

For most people, the major concern is simple: how can I make my money last, while enjoying the lifestyle I desire? With the average retirement period being 30 years, it’s a good question to ask.

Most people think the answer is good investments. But that’s only part of it. To build or preserve your retirement lifestyle, you will also need to address the following issues:

  • What type of lifestyle do I want?
  • What goals matter most to me?
  • How can I get the most income?
  • What are my Centrelink entitlements, if any?

The good news: You can be a winner in retirement. Together with quality financial advice from GPA Financial Services, you can explore the possibilities, avoid expensive mistakes and make the right choices.

Ongoing Review and Management

We believe that one thing is certain, change. After implementing appropriate strategies, it is most important that you manage your personal cash flow to be prepared for any unexpected expenses or increased living costs.  Our planning meetings review your income producing assets and any potential dangers of running down or running out of money. The results of these meetings are shown in easy to follow graphs. For the more analytical all the numbers can be seen in detailed spreadsheets as well.

Testimonial

Name withheld for privacy reasons

CFO Newcastle

Jason and his team have recommended a range of covers for us for over 20 years now and they have served us well with our changing needs over that time. From the outset we have been great believers in having "peace of mind" from our insurance portfolio and felt that the covers recommended were appropriate for us over that period.

We have always had confidence in the GPA team and the annual planning meetings are a useful tool to us to ensure our strategies through our life stages are sound.

Many years ago, we experienced a potential claim event and GPA advised us to lodge a claim back then, to ensure that the insurers had appropriate notice of a potential claim later. This advice proved invaluable as an actual claim event ultimately materialised. Throughout the claim process, GPA were supportive of, and directly involved with the claim helping to guide us through the process and were focussed on ensuring the most appropriate outcome was achieved. Having GPA take the lead with the claim allowed us to focus our time on other important matters.

As with any insurer, there were a few hurdles to overcome and Jason and his team were highly attentive and tenacious to ensure that the outcome of the claim was correct.

After contributing to the insurance premiums over so many years it was pleasing to achieve an outcome that gives us further comfort in knowing that we can manage future costs as and when they arise.

The GPA team have been exemplary in supporting us during the recent claim, using their detailed knowledge and experience to achieve a result that we couldn't have done alone.

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Retirement planning with GPA