Planning for early medical retirement
If you’ve decided to leave the workforce or you’ve already left due to your disability, you might start planning for an early medical retirement.
We know that planning for retirement isn’t an easy process and you might not have been prepared to retire this early in your career.
To take the guesswork out of planning for an early retirement, here is our approach to help you:
Our Approach
1. Claim Insurance
If you’ve decided to leave the workforce or you’ve already left due to your disability, you might start planning for an early medical retirement.
We know that planning for retirement isn’t an easy process and you might not have been prepared to retire this early in your career.
To take the guesswork out of planning for an early retirement, here is our approach to help you:
2. Review your employment contract
After claiming any insurance available to you, we will review your employment contract and identify entitlements within your contract:
- Unpaid sick leave
- Annual leave
- Group superannuation policy
- Employee shares etc
3. Formulate an exit strategy
We will:
- Help you decide when to exit your workplace
- Call on employment law expertise if necessary to your exit
- Support you with the exit e.g. drafting letters
Depending on the complexity of your situation, we’ll review your options, factoring in your needs and financial requirements for the near future and 20 years down the line, we provide specialised services such as trustee support services, expert witness reports (trustee & guardian, divorce etc.), Special Disability Trusts if you have a child, grown or young that has a disability, and we can also take on claims handing and assessments.
We have created an e-book that outlines the medical retirement process and how Health and Finance Integrated can provide you with the best plan possible through specialised financial planning and advice. Please find below:
