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  • Writer's pictureRadz Je CFP®

Investment Tips for Pre-Retirees in Melbourne Victoria: A Forward Path Advisory Guide"

As we approach retirement, strategic investment becomes crucial, especially for Melbourne's pre-retirees aged 55 and over. At Forward Path Advisory, we understand the complexities of this life stage and are dedicated to providing bespoke investment strategies to secure your financial future.


Our blog dives into key areas such as diversifying investment portfolios with a focus on Melbourne’s unique opportunities. We emphasize the importance of maximizing superannuation benefits, exploring options like salary sacrificing and fund selection to enhance your retirement savings.


Tax efficiency plays a significant role in investment planning. We offer insights on leveraging tax-effective investment strategies, helping you retain more of your hard-earned money.


We help you make informed decisions for retirement and embarking on your next stage in life; whether it's about downsizing, assisted care living, entering aged care and navigating each step along the way.


In conclusion, our personalised retirement planning advice in Melbourne is tailored to meet your individual needs. At Forward Path Advisory, we're committed to guiding you towards a financially secure and fulfilling retirement.


Discover more about our retirement planning services and get expert investment advice at Forward Path Advisory. Let's embark on this journey together, ensuring a prosperous future for your retirement years.


Advice Warnings & Disclaimers.


This information is intended to provide general information only and has been prepared without considering any particular person’s objectives, financial situation or needs. Any general advice contained within or given during this presentation (whether orally or in writing) does not consider your objectives, financial situation or needs. Nothing in this presentation is intended to be investment, financial advice or a recommendation to invest in a financial product. Before acting on such information, you should consider the appropriateness of the information having regard to your personal objectives, financial situation or needs. To the maximum extent permitted by law, we (Forward Path Advisory Pty Ltd), Joel Cleary & Rathakrishna Jeyabalasingam (Radz Je) disclaim all liability and responsibility for any direct or indirect loss or damage which may be suffered as a result of relying on anything in this blog, including any forward-looking statements. Past performance is not an indication of future performance. In particular, you should obtain professional advice before acting on the information contained in this presentation.





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