Pre-retirement

How do I make sure I’m on the right track?

In the ten or so years leading up to retirement, it’s natural for your thoughts to turn to your financial security and ability to support yourself into – and through – retirement. By making smart financial decisions now, while taking steps to help set yourself up for retirement, you can ensure that you are in the best possible position to enjoy your retirement years.

The sections below provide some practical guidelines around the key issues to consider, depending on your personal circumstances and how close you are to retirement.

The important thing to remember is that wherever you are on your journey, the proactive steps you take today can have a significant and positive impact on your future lifestyle.

Where do you see yourself?

Our proprietary approach sees us view your financial planning position across four key concepts. As you age some concepts will take priority over others, but they all have their place. Our deep understanding of our individual clients’ circumstances helps us to ensure that each concept is covered and addressed so that personal goals and objectives are met.

Our Team is here to guide you:

Michael Rowland

Michael Rowland is the sole director of Viewon Financial Advisory Pty Ltd on the Sunshine Coast, and has been a financial adviser since 2000 following his start in the financial services industry in 1998.

Megan Eichhorn

Megan joined Viewon Financial Advisory in January 2015 after deciding on a change in career path. She has an exceptional desire to help people, extensive customer service abilities and strong ethics.

Tayla Morris

Tayla joined the Viewon Financial Advisory team in November 2020 after moving back home to the Sunshine Coast. Since entering the industry in 2012, she has gained a thorough understanding of investment strategies, financial markets, and compliance guidelines...

Sharon Altoft

Sharon has been with our business and looking after our clients since the beginning, back in 1997. Her customer service skills are second to none and she thrives on making sure our clients feel welcome and that their administrative needs are met.

October 15, 2020

Federal Budget 2020: Economic recovery plan for Australia

Aged Care, Financial Advice, Market Overview, Pre-retirement, Retirement

As predicted, spending to stimulate the Australian economy was the focus of this year’s Federal Budget. The JobMaker Plan is the Government’s $74 billion response to support a stronger economic recovery and bring more Australians back to work. Tax cuts for individuals and business is also a major element of the recovery plan. Below we […]