What is a Retirement Plan

Retirement Plan, in a financial context, refers to the allocation of finances for retirement. This normally means the setting aside of money or other assets to obtain a steady income at retirement. The goal of a retirement plan is to achieve financial independence, so that the need to be gainfully employed is optional rather than a necessity.

The process of a retirement plan aims to:

1. assess readiness-to-retire given a desired retirement age and   lifestyle, i.e. do you have sufficient money to retire? and
2. to identify actions to improve readiness-to-retire.

To find out more about retirement planning, just contact an iMeritus financial adviser on 1300 916 211 or email This e-mail address is being protected from spambots. You need JavaScript enabled to view it .

iMeritus is a leading Financial Planning Group in Noosa and on the Sunshine Coast, offering expert and experienced Financial Advice and Insurance Advice.

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