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Retirement Savings: Tips for Wise Financial Planning

If you are an Australian citizen, it is never too early to start planning and saving for retirement. With Australia's ageing population, it's vital to ensure financial security for the future. Retirement may seem like a distant concept, but with the right strategy, you can maximise your savings and investments for the years ahead.


This article will explore the best time to start saving for retirement in Australia and what kinds of plans are available. Learn the benefits of starting early and how to make a retirement plan in this financial planning blog. With careful planning and wise investments, you can enjoy financial stability and peace of mind in retirement.


What Is Age Ideal in Australia to Start Retirement Savings?


According to the Australian Government Actuary (A.G.A.), 50% of people who are 65 years old today will live to be at least 88 years old for men and 90 years for women, taking into account increases in life expectancy over the past 25 years.


Your retirement savings will consequently need to last for at least 23 and maybe 25 years, even if you live to be the average age and retire at 65. So, there is no set age to start retirement planning, but the sooner you do so, the easier it will be to live your retired lifestyle.


How Much Do You Need to Retire Comfortably?


According to the A.S.F.A. Retirement Standard, there are three stages to living the life you want: a comfortable retirement, a modest retirement, and one wholly dependent on the Age Pension.


For a pleasant retirement, an individual would require a budget of $43,687, while a couple would require a budget of $61,909. Examples include a good car, frequent vacations that may involve international travel, regular leisure and lifestyle activities, and various other luxuries essential to daily existence.


For a reasonable retirement, an annual budget of $27,902 for an individual and $40,380 for a couple would be required. Even with some compromises, like reduced discretionary expenditure, buying a car and participating in most recreational activities is still feasible.


A single person needs a budget of $24,554 a year, and a couple needs one of $37,014. Living modestly and on a limited budget, with most of your money going toward the necessities, is what this entails.


How Can You Start Saving to Have a Debt-Free Retirement?


Retirement is a part of life that most of us look forward to, but most of us don't think about the financial aspect of it until it's too late. Having a debt-free retirement is possible if you start saving early and plan. Here are tips to help you get started on a debt-free retirement.


Start Saving Early


Your money has more time to grow the earlier you start saving. The power of compound interest means that your money grows faster the longer it's invested. Start putting money away each month, even if it's only a small amount, and increase the amount as your income increases.


Set Up a Retirement Plan


Retirement plans come in a variety of forms. Find out which is best for you by speaking with a financial counsellor. Pre-tax money can be invested through retirement plans, providing significant tax benefits.


Speak with a Financial Adviser


Financial advisers can also help you to assess your risk tolerance when it comes to investing. They can advise you on the best types of investments that are suitable for your risk profile. They can also help you select the right investments to ensure your money works hard for you.


When it comes to retirement planning, financial advisers can also help you access government benefits and concessions. They can also advise on the best way to structure your investments to ensure you can access the maximum amount of money when you retire.


Conclusion


The best time to save for retirement in Australia is as soon as possible. When it comes time to retire, the earlier you start, the more money you'll have. It's important to note that different retirement savings options are available to Australians, such as superannuation, Age Pension, and other investments. Ultimately, speaking with a financial consultant will make it easier for you to reach your retirement goals.


Based on the Gold Coast, Swell Financial Planning provides services to clients all around Australia. We offer specialised services to meet each client's needs in investing, insurance, budgeting, cash flow, and superannuation. We can help if you require a financial adviser in Queensland. Contact us right away to start a conversation!



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