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Pre-retirement years PDF Print

Where did the years go? Suddenly you can see a future up ahead that’s not driven by a Monday to Friday on-the-job scenario. Have you planned for that?
Now is the time to step up your commitment to superannuation.

Money that once went into paying off the mortgage now needs to be directed into building your nest egg for your retirement years.

Our financial lifestyle optimiser questionnaire (Doc 664kb) can help you plan to enjoy life.

Talk to a MeritPlan adviser about:

  • maximising investments
  • salary sacrificing to superannuation
  • risk insurance
 
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