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Sage

Perth Retirement Planning, Financial Advice, SMSF Management, Superannuation, Investments & More

06/12/2023

One common fear among retirees is running out of money. We are living longer than any generation before us and retirement could be as long as 30 years.

Add to this the high cost of living, and It is no surprise that a fear of outliving their retirement savings is causing much stress and even forcing some retirees back into the workforce.

If you're feeling the pinch now and are concerned about how long your money will last in retirement, especially in today's economic landscape, give us a call.

Our Retirement Specialists will forecast your retirement income and put in place strategies to keep you on track.

We can help minimise tax, let you know what government support you are eligible for and maximise your Centrelink benefits.

Call us today on 08 9445 2955 or visit www.sageretirement.com.au for more information. See less

22/11/2023

Are you considering an SMSF? There are many advantages, including more control over your investments and added tax savings. However, there are also considerable legal and regulatory compliance responsibilities. Setting up and managing an SMSF can be tricky and time-consuming, but Sage Self-Managed can take on all the complexities. Will you be our next satisfied client?

Find out more at www.sageselfmanaged.com.au

27/10/2023

Calling all happy retirees: Help us help others!

Here at Sage we get to hear about the incredible journeys of retirees who have transitioned into retirement with gusto and are relishing their newfound freedom!

We know that retirement isn't the end of the road; it's the beginning of a new, exciting chapter but it can be daunting to people who are about to retire and do not know what the path ahead will bring.

So, we'd love you to share your heartwarming and inspiring success stories.

From rediscovering long-lost passions, exploring the beauty of our region, and starting a small business to pursuing artistic passions, or dedicating your time to community service, we want to hear from you.

Share your success stories in the comments below or tag someone who has a remarkable retirement story or journey and let them know that their experience can motivate others.

Let's help others take the leap into a fulfilling retirement!

24/10/2023

We all know that high-quality close relationships and strong social connections lead to happier, healthier, mentally strong, and longer lives.

As you approach retirement, one of the key things you can do is work hard to actively replace workmates with playmates. Lean into your relationships with your family, friends and community, and replace screen time with people time.

Go on date nights; they should not end just because you're older
Host family game nights once a week, and if you don't have family nearby, you can do it virtually or invite your neighbours instead!
Join a local club; there are so many, you're bound to find one that aligns with your interests and values
Get together with your neighbours and create a community garden for everyone to enjoy

These social connections are far more valuable to happiness in retirement than a never-ending pot of money.

22/10/2023

Stuck for something fun to do with your days? We've got the lowdown on some fantastic local events tailored just for you!

Ten-pin Bowling | Rosemount Bowl North Perth | Every Wednesday at 1:20pm |$8 per person for 1 game.

Crafternoons | Scarborough Community Hubt | 1pm to 3pm
Bring your own knitting, crochet, sewing, drawing or anything craft. Enjoy a chat and drink as you work away on your favourite craft.

North Beach Seniors Club | A variety of weekly activities including Bridge, Rumicub and Canasta, exercise classes and dancing

Monthly Movie Matinee | Osborne Community Hub,
Special screening of an entertaining movie. No bookings required. Tea/coffee biscuits supplied.

Free trishaw rides | Carine Open Space, Yokine Reserve and Jackadder Lake Reserve on the 1st. 2nd and 3rd Wednesday of each month. Cycling Without Age connects people unable to ride themselves with their community and the outdoors by giving them rides on trishaw eBikes piloted by volunteer cyclists

Watercolour painting | Cambridge Library, Floerat |1:00 pm - 3:30 pm every Thursday
For artists looking to share ideas and techniques in a social space with other like-minded artists. Bring your own painting materials

Share this post to spread the word about these wonderful local events, and if you have any more to add to the list, add it in the comments below.

20/10/2023

Have you seen the 2023-2024 Discount Directory for Western Australian Seniors Card members? Here you will find discounts from hundreds of local businesses, on goods and services to help you with the cost of living.

Available as a hard-copy booklet or online at www.seniorscard.wa.gov.au

17/10/2023

The dictionary definition for retirement is: depart, remove, or withdraw. From our experience with retirement planning, we don't know many clients who view retirement as a time to withdraw from society.

This Ted Talk by Dean Waggenpack invites you to challenge the traditional notions of retirement and re-imagine what life after work could be.

If you want help planning and funding a retirement full of purpose, passion, and endless possibilities, give us a call on 08 9445 2955.

https://www.ted.com/talks/dean_waggenpack_redefining_retirement_jan_2020

10/10/2023

Our latest blog post takes a deep dive into the world of retirement planning, and it's not your average read!

Pre-retirees are often fixated on income streams and wealth accumulation. But there's more to retirement planning than that.

Our new blog, "Rethinking Retirement: A New Perspective," looks at how places like Okinawa and Ikaria prioritise health, emotional well-being, and purpose in later life.

Retirement planning should help you strike a balance between financial security, staying healthy, and finding happiness.

We understand the nuances of retirement planning and recognise that it's not just about financial freedom; it's about living a fulfilling life.

https://www.sageretirement.com.au/post/rethinking-retirement-a-western-perspective

14/09/2023

Retirement is not a one-way street; it's a flexible journey where you can navigate your own path.

People retire for various reasons, such as relaxation, spending time with family, or pursuing personal passions. However, retirement doesn't mean you're locked in.

It is worth remembering that you do have the freedom and opportunity to return to work if you want or need to. Whether it's for financial stability, a sense of purpose, or simply the joy of staying engaged, the option to reenter the workforce is always there, making retirement a roundabout rather than a one-way street.

13/09/2023

While the axiom "time in the share market is better than timing the share market" remains relevant, we must recognize that today's investment landscape is vastly different from the past. Historical trends should inform our decisions but not dictate them.

To navigate the complexities of the modern financial world, we should adopt a more adaptable and informed approach, leveraging the wisdom of the past while embracing the realities of the present and the uncertainties of the future.

Click here to read our latest blog post. https://www.sageretirement.com.au/post/rethinking-investment-strategies-in-a-dynamic-world

05/09/2023

Each retiree has a unique vision for their retirement journey, be it globe-trotting, pursuing hobbies, or spending quality time with family.

We see ourselves as architects of these dreams, crafting personalised retirement road maps. By assessing current financial health through our state-of-the-art modeling tools, projecting future needs, and factoring in potential contingencies, we can create a holistic plan that incorporates investment allocation, tax optimisation, and risk management.

Call us on 08 9445 2955 to speak with a retirement specialist.

29/08/2023

Here’s a great graphic, courtesy of Solomon Hollett Lawyers, explaining what happens to your money if you die without a Will in Western Australia.

Effective estate planning covers a great deal more than just your will, and although financial planners are not qualified to give legal estate planning advice, wealth protection forms an integral part of our conversations with clients on planning for retirement.

We understand that discussing what happens when we're no longer around might be uncomfortable. However, delving into topics like guardianship for children, inheritance distribution, and end-of-life wishes is crucial to preventing uncertainty and family discord.

By addressing these matters openly, you are able to provide clarity, protect your family's financial security, and honour your intentions.

Click here > https://www.sageretirement.com.au/resources to access our Estate Planning Fact Sheet and let’s have those uncomfortable conversations together so we can protect you, your money and your legacy.

Address

Ground Floor, Suite 2/40 Hasler Road
Perth, WA
6017,WESTERN

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 5pm

Website

http://www.sageretirement.com.au/

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