Is financial worry stopping you from looking forward to your retirement?

Retirement is the perfect time to think about the life you want to live. Traveling, socialising, trying new activities, maybe even making a sea or tree change - it’s the time for investing in you.

But many people worry about how they will manage their finances once they are no longer working.

In fact, the most recent ABC Australia Talks national survey of nearly 60,000 people in 2021 found that 6 in 10 Australians, of all ages, consider being able to retire comfortably a problem for them personally.

This attitude hasn’t changed much since the 2019 survey, which showed that 62% of Australians worry about retirement income - even before they retire.

It can be challenging, even daunting, to balance the need for regular income while trying to preserve the value of your investments, especially in an ever-changing financial market environment. But it is possible.

General Manager of TPT Wealth Alan Logan says, “Retirement should be about the things you love, not about financial stress. Our cash and income funds aim to provide regular, steady income, while managing the value of your investment, so you can focus on enjoying this next exciting chapter of your life, knowing you’ve made a financial choice that makes good sense.”

With TPT Wealth, you can take comfort in knowing an experienced in-house investment team reviews Cash and Income Funds daily to manage that balance of income verses investment preservation on your behalf. They’ve built a great track record of paying Fund distributions on time and in full. And while past performance is not an indication of future performance, it is reassuring to know TPT Wealth has been successfully managing investments through economic cycles for decades. It’s like having your own personal, local investment team managing the funds for your retirement.

TPT Wealth aims to provide managed investment, commercial lending, and Wills and estate planning services that simply make good sense for their clients, and manages investments on behalf of investors in Tasmania and throughout Australia, with total funds under management of over $1 billion.

Founded as a Tasmanian trustee company in 1887, TPT Wealth’s local commitment runs deep too. The organisation proudly honours its heritage with ongoing work to administer estates and charitable trusts.

"TPT Wealth takes great pride in our long Tasmanian heritage, and responsibility as a trust administrator over generations, and in perpetuity,” says Mr Logan.

“We're committed to making sure the future of hard working Tasmanian people, businesses and charities is in good hands.”

Everyone’s future looks different. There is no way to predict it, but you can make financial choices that can help you maintain your lifestyle in retirement. Find out more at tptwealth.com.au.

Important information
This information is general in nature and does not take into account your personal objectives, financial situation or needs. You should consider whether it is appropriate for you or seek independent professional advice before making any decision or acquiring any product. Refer to Fund PDS and TMD for suitability and important risk information at tptwealth.com.au.