Retirement

Get the Rask team’s tips, tricks, strategies and investment ideas for retiring the right way in Australia. Retirement can be daunting but with the right amount of focus, a calculated investment strategy and advice, it doesn’t have to be. According to various reports, it’s estimated that an Australian couple needs $61,000 per year to retire comfortably. In a low-interest-rate environment, we think that type of income requires a careful amount of risk-taking (e.g. income from dividends, ETFs and managed funds, property, etc.) plus a strategy to minimise volatility and tax in the lead-up, during and post-retirement stage.

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A $2.3 million retirement challenge

In the lead up to (and in) retirement, I think too many people make costly mistakes with their money. So, I asked two financial planners how they’d tackle this problem.

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