Retirement Planning

We're working harder and living longer. Planning for your retirement can be one of the most daunting things you'll do and it's no surprise that this is the first time many Australian's visit a financial planner.

Put simply, retirement planning is the process of working out how much income you need, for how long, and how you will fund this. The reality is far more complex and it's crucial to get it right.

The earlier you start planning, the better, but it's never too late.

  • Covid-19 resources

    Multiple sources of help and further explanations are available below regarding the relief packages and programs recently released by our Governments. All relate to Covid-19 and are grouped here so you don’t have to go searching for the information.​ If you have any questions, or require further assistance, please send us an email or phone.​

  • COVID-19: Early Childhood Education and Care Relief Package

    From Monday 6 April additional support for Early Childhood Education and Child Care Services and their families.

  • Government announces mandatory code for rent relief

    News release 7th April 2020. Prime Minister Scott Morrison has revealed that he has reached an agreement on a mandatory code for the provision of rent relief by commercial landlords to tenants.

  • ATO clarifies COVID-19 rent relief concerns

    The Australian Taxation Office has responded to widespread concerns on whether SMSF landlords providing rent relief to tenants due to the financial impacts of the novel coronavirus is a contravention of the SIS Act.

IT Financial Services, ABN 48 097 884 976, is an Authorised Representative of Apogee Financial Planning. Apogee Financial Planning Limited ABN 28 056 426 932 is an Australian Financial Services Licensee and has its registered office at 105 - 153 Miller Street North Sydney NSW 2060. A member of the National group of companies.