Retiring in a few years: Ross and Tina's Plan

Mid 50’s, engineer and events co-ordinator. Their children have grown up and they are looking to retire in 5-10 years.

Pre TGS Wealth

• Paying off their home
  
• Paying normal taxes
• Didn’t have enough to retire and maintain lifestyle

TGS Wealth Strategies

• Home loan refinance to more competitive rate
  
• Cashflow review
• Superannuation portfolio review
• Transition to retirement strategy
• Salary sacrifice into super
• Superannuation funds converted into tax free income streams
• Personal insurance review

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