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Jeanette

Name: Total Wealth Management
Address: 11 Lawrence Street, North Ipswich, QLD, 4305, Australia
Telephone: (07) 3281 1226
Price range: $

April 12, 2018/by Digilari

As you would appreciate this is a new experience and it is wonderful to feel confidence in the people who are handling my finances for me.

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What are your plans for retirement?
TravelSportRelaxHobbiesAll of the aboveOther:

Have you investigated the costs of your retirement plans?
YesNo

Will I have the finances to achieve my retirement goals? How much do you think you will need?
60 - 80% of my pre-retirement income$500,000 in savings plus ownership of our homeI will be happy with the pensionI will worry about it laterOther amount:

How long do you think you and your partner will live for?
I have not factored this into our retirement plansI have based it on the average lifespans publishedI have enough to cover us, even if we survive until 100 years of age

Do you think that the costs of retirement will diminish the older you get?
NoUnlikelyPossiblyYes

Would you like to have the ability to support your kids and or grandkids in certain aspects of their life?
YesNoHad not thought about it

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