Thursday, September 21, 2023

Issue:

Mackay and Whitsunday Life

Do You Want To Retire Five Years Early?

This question was something Deb and Paul Murphy had not really considered until they started receiving advice from Eclipse Financial Planning and realised they could pre-plan retirement to create enough wealth to retire early.

By seeking financial planning services almost a decade before they planned to retire, the Murphy’s set themselves up for a comfortable future.

“Previously, all our Super had been going into a Super Fund because we didn’t know how to manage it any better,” said Paul.

“By going to Eclipse it made it so much easier – we could see what was doing what and why, how to set it up and how to do it better.

“It was so good to get in and get it sorted early before we started retirement, and it has certainly made a huge difference.”

“What we were doing was ok, but this is next level!”

By following Eclipse Financial Planning advice, the Murphy’s have been able to fast track their retirement plans and are now looking forward to a life of leisure within the next two years.

Justin from Eclipse Financial Planning said it was so refreshing to have the opportunity to work with business owners in the years running up to their retirement rather than just once they’ve sold their business.

“Most businesspeople are so busy, they put off retirement planning until after they’ve sold the business,” he said.

“This means they often miss out on opportunities to save tax in the crucial last few years in business and in the way they structure the business sale.  

“There are also several key ages around this stage of life where some great opportunities are available.

“Early engagement provides your Financial Planner so many more opportunities to work with your accountant, solicitor etc to really maximise your retirement planning and put you in the strongest possible position in retirement.”

Paul and Deb Murphy can now step into retirement with ease thanks to Eclipse Financial Planning. Photo credit: R Jean Photography.

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