How Much Do I Need? Will I Have Enough?
"How much do I need?" or "Do I have enough?" are questions pondered daily by many Australians when reflecting on how much money will enable them to enjoy a comfortable retirement.
In an interactive discussion, Andrew will share his insights based on his research into this area as well as his going on 12 years in advising private clients in the years leading up to and beyond into their life after full time work.
Areas Andrew will cover include;
- Andrew’s insights within his recent Whitepaper addressing the key question on everyone’s lips – “How Much Do I Need and Will I Have Enough?”
- The huge (and confusing) diversity within the existing ways of answering this question, and an assessment of the more common approaches.
- What are the “Key Swing Factors” at play to be factored into determining How Much You Will Need?
- What are the key strategies you can implement ahead of retirement, or in the years to follow, to make the best of your financial situation and generate income in retirement.
Please note: This is offered as part of our FREE community talks program. Pre-booking encouraged however walkins welcome on the day. If you are not pre-booking please call us 9922 2299 the day before to confirm the talk is going ahead.
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About the tutor
Andrew Griffin
Andrew specialises in providing advice to individuals and couples who are either in their years approaching retirement, or to those already enjoying their new life after full time work.
Andrew’s personable approach and deep knowledge of his clients allows him to proactively plan ahead to navigate through the many transitions and changes life brings. Privately owned, with its own licence and some 70 staff, Stanford Brown is based in North Sydney, and has served high net worth families in Sydney and Melbourne for over three decades.
Andrew’s Qualifications;
- Bachelor of Agricultural Economics (University of Sydney)
- Advanced Diploma of Financial Planning (Kaplan)
- Specialist SMSF Accredited Adviser (Cavendish, University of Adelaide)
- Accredited Aged Care Professional (Aged Care Steps)
- ASX Accredited Listed Products Adviser (Kaplan)
- Member of the Financial Planning Association of Australia (FPA)
