What to include in a pre-retirement stocktake

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Reviewing all of your potential income streams including superannuation, savings accounts, term deposits and investment properties in relation to your expenses is the best way to understand what your budget will look like in retirement.

Important information: The information provided on this website is of a general nature and for information purposes only. It does not take into account your objectives, financial situation or needs. It is not financial product advice and must not be relied upon as such. Before making any financial decision you should determine whether the information is appropriate in terms of your particular circumstances and seek advice from an independent licensed financial services professional.

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