5 questions to ask your financial adviser – part 3
Tahli Cavagnino
May 18, 2025
Get the Rask team’s tips, tricks, strategies and investment ideas for retiring the right way in Australia. Retirement can be daunting but with the right amount of focus, a calculated investment strategy and advice, it doesn’t have to be. According to various reports, it’s estimated that an Australian couple needs $61,000 per year to retire comfortably. In a low-interest-rate environment, we think that type of income requires a careful amount of risk-taking (e.g. income from dividends, ETFs and managed funds, property, etc.) plus a strategy to minimise volatility and tax in the lead-up, during and post-retirement stage.
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