Plan your retirement making sure all bases are covered

Whether you are 40 or 80, planning provides significant benefits, and peace of mind.

Self manage, get experts to help, or a combination of both. Its up to you.

Planning can be done without contact and without compromise.

 

 

Use our checklists, planners, calculators and other key planning tools free of charge

Video tutorials provide clear instructions

Specific planning components cover each key planning aspect 

Start planning now for free with the Evaluation available at zero cost

 

Castle

Accommodation

Am I going to need to move in the future?
What would be most suitable going forward?
Accommodation choices can have a significant impact on both finances and lifestyle for retirees and getting it right means using the head and the heart.

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Estate Planning

If something happened to me or I passed away, would my partner and family be taken care of as I have intended?
This can only be assured if estate planning is done properly and not out of date.

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Evaluation

How do I start planning for retired life?
What are the priorities?
An evaluation is a systematic review of facts and feelings covering all planning aspects in order to clarify what to plan for and when.

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Retirement Planning Graph

Finance

What can I spend through my Primetime?
Money is often a major factor that is front of mind for people who finish working life. Given the variables and uncertainty, it is important to run the numbers and review them on a regular basis.

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Care & Support

How would I go about getting care or support if needed ?
Most people find this complex, bureaucratic and constantly changing. If not planned ahead of time, choices can be limited and decisions might be made by others.

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Legacy

How would you like to be remembered?
Planning your legacy is something that is very powerful and can provide purpose and meaning both through life and beyond. It shouldn’t be mistaken with having a will. It’s more than that.

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Retirement design

Lifestyle

How will I spend my time in retirement?
Full time work consumes around 2,000 hours a year. Planning your Primetime is more than ticking off a bucket list. It is about designing how to live a life with meaning and purpose.

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Passing the baton

Roles & Responsibilities

What would happen if I could no longer manage all the tasks and roles that I do and which people rely on me for?
This is more than having a power of attorney, this is about having a backup plan, just in case.

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Physical & Mental Health

Are health issues going to affect my Primetime plans?
Although we cant control the genetic lottery, it is widely accepted that health strategies can be commenced at any age which can prevent, or delay, symptoms of chronic illness.

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Tax Planning

How can I ensure that I don’t pay too much tax in retirement and on my estate?
Tax and levies can be anywhere between nil to around fifty percent of gains. Well planned, pro active tax strategies are key to wealth maximisation and intergenerational wealth transfer.

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Welfare & Benefits

Am I getting all of my entitlements?
Benefits and entitlements can have a big financial impact through retirement. Rules are constantly changing and keeping on top of this is certainly challenging.

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ADVISORS CAN USE THE PRIMETIME PLANNING SYSTEM TO PROVIDE A BETTER PLANNING SERVICE AND BE COVID COMPLIANT

 

 Email Primetime for more information

 

 

TESTIMONIALS

A service like this has been a long time coming. The Primetime personal service is essentially a ‘one stop shop’ that provides comprehensive advice on everything that can impact on living well after retirement. Their advice is not merely generic, but rather specific to your own situation. Every detail is considered, including your ‘bucket list’, your health and well being considerations, your finances and tax implications, and the very important estate planning. As full-time carer of my husband with dementia, I have been overwhelmed with the confusion of information ‘out there’ from various service agencies, government departments and organisations. Quite frankly, it is a minefield for the unwary – particularly for those who have little expertise in financial matters or dealing with Centrelink. Peter and Geoff were diligent in reviewing what plans I had in place, uncovered some issues that would have been very expensive mistakes on my part, and provided me with a detailed, comprehensive report covering different scenarios, plus an action plan that will ensure I will have everything in place for a worry-free future. I highly recommend Primetime to those with aging parents and anyone heading into retirement. Peace of mind is priceless.
Janet C, Attadale WA

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A peak body for older Australians, COTA ,has confirmed through its survey what the media have been broadly stating for some time now, and that is, over 20% older Australians are now using ne
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