Retirement

How did you address the issue of retirement in your client's financial plan?

The following points are some ideas about what your group discussion should

include. They are not exhaustive.

o

What information you obtained and how you obtained it, if relevant to

your client. (E.g. When do they plan to retire? What do they know

about all the available help from the government? Do they know about

income and assets testing and how these will affect their retirement

plans? Do they know about the different income streams available in

retirement?)

o

Any calculations you may have made, if relevant. These will relate to

the questions you have addressed above.

o

What recommendations you have outlined in your financial plan. How

do they relate to your client's retirement plans

For an australian client who wants to retire at age of 50 in melbourne. (500 words)