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:
Before we begin the process, give us a call. We’ll first ask if you have claimed any superannuation insurance benefits such as Total and Permanent Disability Insurance and/or Income Protection.
If you haven’t claimed, book in a FREE, no obligation 20 minute consultation with William Johns, the technical consultant for ClaimRight
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.
Formulate an exit strategy
- 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
Planning your retirement
We will then provide you with financial planning and advice to establish a structured financial future as you head into retirement. Find the rest of the process below:
Your options matter.
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:
Need Peace of Mind?
We understand how difficult it can be to make the time to create a plan and sort out finding support services for you and your family. This is why we want you to know that we can take on the hardwork for you.
If you’re feeling unsure about where to start (as most people do), contact us today!