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Planning your ideal retirement

Craft a retirement plan that ensures financial stability and the lifestyle you desire. Our expert guidance will help you navigate the complexities of retirement planning to secure your future.

Are you prepared for a longer, healthier retirement?

For a growing number of people, it’s quite realistic to expect to spend 30 or more years as a retiree, making retirement planning one of the most important priorities of financial planning.

Australians are living longer, healthier lives than ever before. For a growing number of people, it’s quite realistic to expect to spend 30 or more years as a retiree, making retirement planning one of the most important priorities of financial planning. Have you ever wondered, how much is enough to retire? We’re here to help you work through it and get a solid plan in place.

Typically, we think of retirement planning as being for the over 40s or 50s, but compulsory employer superannuation contributions mean most working Australians have a retirement plan. It’s just that many don’t know it. With the power of compound interest, funds invested in our 20s can grow enormously by the time we are ready to retire.

“Decisions made right at the start make a big difference to our future nest eggs. In other words, retirement planning is for everyone.”

The value of expertise

Many people are put off retirement planning by the complexities and frequent changes that apply to our superannuation and tax systems. However, this complexity creates opportunities that can significantly boost our future wealth.

The key to unlocking those opportunities is good advice.

LDB’s financial planners and accountants are experts in the design and ongoing management of retirement plans.

LDB Group makes AFR’s Top 100 Accounting Firms 2021 list

Coupled with comprehensive services

Our in-depth knowledge of all aspects of this important area of wealth creation includes:

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Strategic planning

Our experts help you develop a clear roadmap for your business’s future, identifying opportunities and mitigating risks to ensure long-term success.

Financial analysis

We provide in-depth financial analysis to help you understand your business’s performance, identify trends, and make informed decisions.

Business structuring

Optimise your business structure to enhance efficiency, reduce costs, and ensure compliance with regulatory requirements.

Operational efficiency

We work with you to streamline your operations, improving productivity and profitability through process optimisation and technology integration.

Market expansion

Our team provides strategic advice on entering new markets, helping you grow your business while managing risks and capitalising on opportunities.

Succession planning

Ensure a smooth transition when you’re ready to step down, with comprehensive succession planning that protects your business and legacy.

Risk management

Identify and mitigate potential risks with our expert risk management services, safeguarding your business against unforeseen challenges.

Funding and capital raising

We assist in securing funding and capital, providing guidance on the best financing options to support your business growth and development.

HOW CAN WE HELP?

Start planning

What’s the state of your retirement plan? Does it need a tune up to get it working hard for you?

If so, call LDB on (03) 9875 2900 or fill in the contact form below, and let’s get the ball rolling.

Personalising your retirement journey

Retirement planning encompasses various critical considerations. For individuals who have dedicated their careers to diligent work and are now approaching retirement, the decision to retire can be emotionally charged. Furthermore, the financial aspects of retirement planning add another layer of complexity.

At LDB, we empathise with the emotional and financial complexities that retirees commonly face. We are committed to being a reliable and trusted advisor who can provide the guidance and support necessary to navigate these challenges. Our goal is to assist you in crafting a retirement plan that aligns with your aspirations and financial well-being, ensuring you achieve the retirement you rightfully deserve.

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Our team is taking a short break, with the office closed from 4pm Thursday 19th December 2024, reopening on Monday 6th January 2025. The Property department will be available for urgent matters and will operate in a limited capacity between 2nd and 5th January.