Could This Be Your
Last Year As A Nurse?

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We Specialise In Retirement Planning For Nurses

As a nurse, you spend your entire career caring for other people but have you taken the time and planning required to nurture your own long term financial health?

Whether you’re looking to retire in the next five years, ten years or as soon as possible, The Moreton Group can help. Our expert retirement planners help nurses of the Gold Coast, such as yourself, maximise their retirement outlook by examining their financial situation and providing expert retirement advice to align you with your retirement goals.

Don’t settle for a modest retirement when you can have a comfortable retirement after leaving your nursing career. Talk with a nurse-focused financial firm that can devise a winning strategy to maximise your position for your retirement today.

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Find out what’s possible when you retire from a career in nursing today with retirement specialists, The Moreton Group

Retirement Could Be A Lot Closer Than You Think

Are you counting down the weeks, months, years till you retire from nursing? The good news is, you may be able to retire a lot sooner than you think!

To retire from nursing, you don’t have to wait till you turn 65-67 and become eligible for Age Pension. Depending on when you were born, you can access super between 55 and 60 years of age. As such, Australian’s who nurture their long term financial health are able to retire much earlier, at their preservation age. In fact, ABS found the average retirement age for people aged 45 years and over in Australia is 55.4 years.

Don’t assume you’ll be nursing into your mid to late ’60s. The sooner you start planning to retire from nursing, the better your position you’ll be in for retirement. After analysing your financial situation, you may find you’re able to retire much sooner too.

Planning for retirement from a medical profession can be complex. When you work with The Moreton Group, you will be given the advice and confidence to ensure you’re financially ready and set up to comfortably enjoy your retirement.

We will be a partner on your journey to retirement from nursing and work with you to achieve what you desire for your future. We will provide you with peace of mind, knowing all aspects have been considered to achieve maximum financial benefits for you during your golden years.

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Retirement Planning For Nurses
Retirement Planning For Nurses

Are You Retirement Ready?

Don’t wait till you retire to start thinking about how you’ll fund your retirement years. Given you’ll spend a minimum of 25 years in retirement, you need to plan ahead and build your wealth to ensure your retirement years are your golden years. You want to ensure you can sustain your current lifestyle throughout retirement and that you’ll have the needed income to do so.

Being retirement ready is a key aspect of living comfortably in retirement. To be retirement ready, you need the confidence of knowing you won’t outlive your savings, that you have annuities to provide a guaranteed incoming, and that you’ll get the Age Pension you’re entitled to. If you’re unsure of any of these elements, then speak to a Moreton Group financial planner for quality financial advice.

We can devise a strategy to help you protect your retirement income and give you the confidence of knowing you’re retirement ready. Arrange a free introductory meeting with one of our experienced financial planners today.

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The Moreton Group Difference

By partnering with The Moreton Group, you’re aligning yourself and your finances with an expert team of financial planners specialising in the nursing sector. Our invaluable experience working with nurses gives us an in-depth understanding of the nursing sector and the challenges that nurses face. This, in turn, enables us to devise a tailored strategy to provide optimal results.

We take a holistic approach to retirement planning, covering all aspects from superannuation to Age Pension to ensure you’re in a great financial position when it comes time to retire from nursing. Our goal is to help you enjoy a comfortable retirement, not a modest retirement!

We consider all aspects of your retirement, including:

  • Voluntary early retirement schemes
  • Superannuation
  • Long service leave entitlements
  • Tax implications
  • Taxation thresholds should you want to work in some capacity beyond retirement

Together, we can help you achieve your dream retirement. Contact us to arrange a free introductory meeting today.

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Retirement Planning For Nurses

Meeting With A Financial Adviser

Speaking with a financial adviser is the best way to set yourself and your loved ones up for a future you can all relax into knowing everything is in its place.

At The Moreton Group, we guide our clients through a four-step process that includes ongoing support throughout retirement.

At The Moreton Group, We believe the best way to get started financially is through a face-to-face meeting in our Sanctuary Cove office. However, we can do home visits if required. In this free introductory meeting, one of our financial advisers will have an open chat with you about your plans, financial goals and objections to ensure we can help you and that they’re the right adviser for you.

If we are able to help you, we will move into collecting your financial information so we can proceed with a financial plan and organise our next meeting for the advice presentation. If your situation is more complex, we will book a secondary strategy meeting to discuss your circumstances further.

We cover the costs involved in this meeting, and there is no obligation to proceed past the initial meeting.

Secondary Strategy Meeting
Only Required For Complex Strategies

We will collect all of your financial data during this secondary meeting and showcase some relevant financial projections and options based on your needs.

We will discuss key strategic objectives and answer any questions you may have before agreeing on your personal financial plan direction.

Your adviser will present you with your personal financial advice based on our research and findings. The plan presented will include projections and forecasts of income to illustrate how we can help you achieve your goals both now and into the future. It will also explore some ‘what if’ scenarios surrounding major life events and how your plan protects you and the ones you love.

At this point, your adviser will explain the next steps and how the implementation of the plan will take place, along with what you are required to do moving forward and what part of the plan you are required to act on.

Step three is the nuts and bolts stage, where we put your personal financial advice plan into action. We will set up accounts, payments, authorities and anything else required to make your financial plan a reality. We will also guide you through lots of paperwork and what it all means.

Once the implementation of your personal financial advice is complete, your plan will be hard at work, helping you achieve your goals and objectives.

If you opted to have ongoing support, we will monitor your personal advice and engage in ongoing communication and meetings with you as necessary to keep you on track.

We want you to feel confident with your personal financial advice, so we are always available if there are changes to your life circumstances. From there, we can determine if the recommendations are still appropriate and quickly act if need be so you understand your current and future position.

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Book your free introduction meeting today to start planning the retirement you deserve!

To book your no-obligation introduction meeting, simply fill out your details below, and we’ll contact you to arrange the meeting.