Leave a Legacy
Want to Retire
Build Security

Build Wealth
Leave
a Legacy
Want 
to Retire
Build 
Security
Build 
Wealth

Now that their children are settled with good careers and starting to plan for families of their own; Robert and Linda are looking to start planning for their retirement. They have spoken to lots of people but really don’t know where to start or what is best for them. 

Planning to Retire? 

This is where Lambert Group comes in. Our job is to work with Robert and Linda and those just like them to help provide a clear pathway for them to live the life they want to live in retirement, on their terms.

How we work with people who want to start planning for retirement.

Your head will be bursting with of all the things you have heard and read about aging and retirement. There are so many areas to consider from how much money is needed in retirement? Should we manage our own super? What if one of us needs to go into aged care, or we live longer and the money runs out? And that is just to name a few. 

The team at Lambert Group can answer all your questions, including those you don’t even know to ask. Only then are you ready to start planning for your retirement; it’s your plan, our job is to guide you. The plan is critical because it is the basis on which your financial portfolio is built. Of course the retirement plan is a living document, because as we know, your future is forever changing, as are your needs.

This is Lambert Group’s four-step process to your plan to retire:

  1. Build your knowledge base: by answering all your questions including the ones you haven’t considered
  2. Build your retirement plan: that reflects you/your partners values and goals
  3. Build your financial portfolio: that is based on your personal plan
  4. Review and Update: regular reviews of your plan, especially at critical stages in your life, provides the opportunity to then adjust your financial portfolio to reflect the revised plan.

We are here to help. Get in touch with us, we would welcome the chance to help you build a future that you want to enjoy in retirement.

ROWAN KEAST
________

“I enjoy working with people who want to choose to do more of the things that they enjoy doing and less of the things they have to do.”

DEWALD BURGER
________

“Not knowing if you have enough money to retire is a common problem that I like to solve for clients”.

“My husband and I felt at every stage that we were in control of the conversation, and feel we now have a retirement plan that we have total confidence in.”

– Emily S

SYDNEY
- 9/2-4 Merton Street, Sutherland NSW 2232
- PO Box 675, Sutherland NSW 1499

CANBERRA
- 2/39 Geils Court, Deakin ACT 2600
- PO Box 301, Deakin West ACT 2600

BRISBANE
- 15/205 Montague Road, West End QLD 4101
- PO Box 3876, South Brisbane BC QLD 4101

  


Lambert Group Future Planning Pty Ltd ABN 83 628 314 778 is a Corporate Authorised Representative of Lambert Group Management Pty Ltd ABN 52 643 209 670. Australian Financial Services Licence No. 525558. The Financial Services we offer are provided by Lambert Group Future Planning Pty Ltd Authorised Representative No. 001267694.


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