We are lucky to live in one of the most successful countries in the world, earning some of the highest average incomes. This allows us to support our families, have beautiful lifestyles, travel and generally enjoy life. But at some point in our lives we need to start thinking about our future, start building assets that will allow us to become retirement ready. To do so we strive to own our family
home, maybe an investment property or two, have money in a bank or investments such as managed funds or shares. And let’s not forget superannuation that for some might be the second biggest asset. So how do you choose what type of investments are the most beneficial, efficient and profitable to build your nest-egg and help you become retirement ready? If you are in your 50s or even 60s how can you “speed-up” the process and still be able to afford good life-style in retirement? And if you have already retired, is your money providing you with the income you need? Is it invested in a way to provide asset security and income longevity? Has your money been utilize in order to provide you access to government benefits? Do you know if you are receiving the highest benefit from Age Pension or maybe you are underpaid and you don’t even know about it. Money issues can become very complex, confusing and overwhelming. But this is exactly where I can help. Understanding money strategies for particular situations can be of great benefit and when applied correctly, can improve your financial position exponentially. Having worked in Financial Planning industry for over 20 years I had a privilege to assist many clients, families and small business owners in their financial endeavours, starting from a simple cash flow analyses and improvements, through personal and family risk assessment, investment and retirement planning with a special focus on strategies to access or increase the Age Pension payments.I also specialise area of Estate and Business Succession Planning. I have completed an Estate Planning Strategist program from the University of Technology in Sydney. I am a Certified Financial Planner (CFP) and member of the Financial Planning Association of Australia. I am a founder and a director of Asire Financial Planning - a private, small, boutique firm that can assist you with all your financial worries and provide you with solution and strategies to enhance your financial outcomes. I am very passionate to assist as many clients as I can to improve their financial lives, but I want to make sure we do this with ethical and environmental conscious in a form of socially responsible investing. This is the future of investment world and we need to support it, if we want our children and grandchildren to have any quality of life. Each time I speak with clients, I feel privileged and humbled when introduced to their emotional and financial stress. Sometimes this stress is great, other times very little, but from my perspective there is no difference, every person deserves high-quality care. If I can make even the slightest improvement in another person’s life, I know I am on my path, and that’s what my journey is all about. To help you improve your investing skills, I have created few eBooks, so feel free to download them here while they are available:
12 Principles of Investing: https://ebook.aboutretirement.com.au/12-principles-of-investing-download
13 Financial Mistakes we All Make: https://ebook.aboutretirement.com.au/13-financial-mistakes-we-all-make
Road to destiny: https://ebook.aboutretirement.com.au/road-to-destiny
I am looking forward to connecting with you, as every new connection can only enrich our lives and enhance our experiences. Wishing you wealth and prosperity for a beautiful and fulfilling retirement. With love,
Katherine Isbrandt
M: +61 438 041 585
E: [email protected]
W: https://aboutretirement.com.au
