If you are aged 55 to 65 plus and retiring now we call you a mature age investor. We call you a mature age investor because your goals and objectives are generally based around how best to convert your savings and investments to income, or as we say utilise your wealth.
You may be, or want to be, semi – or fully retired. Ultimately you will be debt free and own your own home. We have found the key concerns for mature age investors are how they can get the most out of their retirement income whilst ensuring it lasts through their retirement’s years.