Proactively Planning for Longevity

We're living longer than ever before. That's a gift, but it also comes with different life planning needs than previous generations required.

Longevity isn't just about adding years to life; it's about ensuring those years are lived with dignity, security, and purpose. What was once a 20-year retirement plan, may now stretch for 30-40 years and spans multiple life stages beyond work.

Some keys area's we need to focus on include:

🪴 Securely funding lifestyle needs well beyond the traditional life expectancy
🪴 Articulating what a "good life" in the later years looks like & planning to meet it.
🪴 Including the whole family, to give a clear intergenerational plan about inheritance, caregiving roles, and financial transfer.
🪴 Proactively planning for aged care needs, possibly including home modifications and future in home care needs. This can assist in reducing emotional & financial strain later

While we can never predict what the future will bring, we can help create resilience - financial, emotional and relational, so that longevity is a gift, not a burden.

Previous
Previous

Worried about ageing parents?

Next
Next

Myth: Superannuation is only important when you’re close to retirement.