It’s no secret that here at Stephan Independent Advisory, we’re committed to guiding clients through the complexities of their financial lives with clarity and a focus on long-term well-being.
In a recent interview with the Australian Financial Review, our very own Joe Stephan shared valuable insights into retirement planning. The discussion highlighted the ideals of clarity and long-term well-being, covering the importance of understanding personal lifestyle costs, recognising the value of human capital, and the pivotal role of early planning in securing a stable and fulfilling retirement.
Drawing on Stephan Independent Advisory’s holistic approach, Joe addressed the various stages of retirement preparation, offering strategies to consider at 10, 5, and 1 year out from retirement. He also shared the importance of managing both the emotional and financial transitions that accompany this major life phase – reflecting our dedication to helping clients achieve peace of mind and a life well-lived.
“You may not need to make money from personal exertion… but what doesn’t change in retirement is that you still need community. There’s still a need for purpose and fulfillment. Those things don’t change.”
Check out the full article in the Australian Financial Review here for more of Joe’s insights and advice on creating a retirement plan that aligns with your values and goals. This is essential reading for anyone aiming to prepare for a secure, enjoyable future.
