Pre Retiree

PRE RETIREE

Goals focus on planning for a comfortable retirement and maximising super for retirement. The mortgage tends to be paid off or at a manageable level at this stage.



Watch the video below to learn more about this life stage.

Andrew Clements  and Annie Harris, of Kirby Financial Solutions, are Authorised Representatives of Count. Kirby Financial Solutions is the trading name of AB Clements Pty Ltd ATF Clements Family Trust, ABN 22 687 105 207 . 'Count' and Count Wealth Accountants® are the trading names of Count Financial Limited, ABN 19 001 974 625. AFS Licence Number 227232. Principal Member of the Financial Planning Association of Australia Limited.

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