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Writer's pictureLush Wealth Team

Here's why your parents' retirement strategy won't work

Updated: May 3, 2023

👴👵"𝐌𝐲 𝐩𝐚𝐫𝐞𝐧𝐭𝐬: 𝐚𝐥𝐥 𝐭𝐡𝐞𝐲 𝐝𝐢𝐝 𝐰𝐚𝐬 𝐩𝐚𝐲 𝐨𝐟𝐟 𝐭𝐡𝐞𝐢𝐫 𝐦𝐨𝐫𝐭𝐠𝐚𝐠𝐞 𝐚𝐧𝐝 𝐩𝐨𝐩 𝐬𝐨𝐦𝐞 𝐜𝐨𝐧𝐭𝐫𝐢𝐛𝐮𝐭𝐢𝐨𝐧𝐬 𝐢𝐧𝐭𝐨 𝐭𝐡𝐞𝐢𝐫 𝐬𝐮𝐩𝐞𝐫. 𝐓𝐡𝐞𝐲 𝐟𝐚𝐫𝐞𝐝 𝐚𝐥𝐥 𝐫𝐢𝐠𝐡𝐭."


Retirement strategies that do work
Why your parents' retirement strategy won't work

💡 Living longer and with less reliance on the age pension, means you will need to do MORE than your parents to make ends meet in retirement.


A 50-year-old woman has a 87-year life expectancy. And your life expectancy keeps increasing...


Overall this is excellent news! The most precious thing in life is time, and living longer means more time to do the things you love.


𝗕𝗨𝗧 𝗶𝘁 𝗮𝗹𝘀𝗼 𝗺𝗲𝗮𝗻𝘀 𝘆𝗼𝘂 𝘄𝗶𝗹𝗹 𝗻𝗲𝗲𝗱 𝗺𝗼𝗿𝗲 𝗺𝗼𝗻𝗲𝘆 𝘁𝗼 𝗳𝘂𝗻𝗱 𝘆𝗼𝘂𝗿𝘀𝗲𝗹𝗳.


It is common for people to say they won't need much money in later retirement. Your grandparents lived on the Age pension alone - and they did just fine!


BUT your grandparents probably didn't have many lifestyle optional extras that you want. Think internet, Netflix, exercise memberships, holidays and dining out more than once per year. And quality health care does cost $.


Here are retirement strategies that WILL work:


  • 𝐒𝐭𝐚𝐫𝐭 𝐬𝐚𝐯𝐢𝐧𝐠 𝐞𝐚𝐫𝐥𝐲: 20 years ago was the best time! The next best time is now.

  • 𝐒𝐮𝐩𝐞𝐫𝐚𝐧𝐧𝐮𝐚𝐭𝐢𝐨𝐧 𝐂𝐡𝐨𝐢𝐜𝐞: No "best" fund exists. It's all about finding the right investment option for you and choosing a good fund. Don't chase the fund with last years best returns.

  • 𝐇𝐚𝐯𝐞 𝐚 𝐥𝐨𝐧𝐠 𝐭𝐞𝐫𝐦 𝐬𝐭𝐫𝐚𝐭𝐞𝐠𝐲: getting superannuation advice isn't just about picking a fund. Making the most of it requires a strategy.

  • 𝐆𝐞𝐭 𝐚𝐝𝐯𝐢𝐜𝐞: In an ideal world, DIY would be easy. But the system is complex and a financial advisor WILL be able to implement strategies you have not even thought about.


Leaving your retirement to chance with blind faith in the system means you will miss out on maximising your nest egg.




What you need to know


This information is provided by Lush Wealth Retirement Advice for Australian Women


We specialise in assisting women with their financial planning advice and retirement plan. Want to find your FIF (Financial Independence Figure) and ensure you hit your retirement numbers? You have found us! We are a team of female financial advice specialists assisting ladies to achieve financial independence and make their own financial decisions with confidence.


We are available for retirement advice appointments in our Newcastle or Sydney offices or Australia wide via video conferencing.


The information contained in this article is of general nature only and does not take into account the objectives, financial situation or needs of any particular person. Therefore, before making any decision, you should consider the appropriateness of the advice with regards to those matters and seek personal financial, tax and/or legal advice prior to acting on this information. Join the club of ladies who have their finances sorted, get in touch today!



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