Retirement Planning - Citycover

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Retirement Planning
The best time to prepare for retirement is while you are still fit to work. Citycover offers retirement planning services to all Australians to help you plan for the next phase in life.

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Our Areas of Advice
We will work closely with you to make sure your needs are being observed and taken care of depending on your tolerance to the investment time frame, tax positions, risk performance and preference to certain investments.
- Personal Superannuation
  Strategies of accumulation, salary sacrifice, estate planning, and effective contribution.
- Income Stream Strategies
  Pre retirement and post retirement.
- Consolidation of Superannuation
  Streamline into a tailored plan.
- We can also assist business clients with solutions for implementing and reviewing their superannuation requirements to help them prepare for retirement age.
  
  Citycover can also provide post retirement advice and monitoring for clients wishing to move their superannuation investments into other income streams – e.g. Allocated Pensions.

Why Us?
Superannuation legislation has become more complex, but tax advantages still remain. We can help you!
- Maximise Capital Accumulation
  Whether you are self-employed or an employee, we can advise you on maximising capital accumulation through effective contribution strategies.
- Effective Retirement Planning
  We also can advise on the post retirement phase using capital to draw on as an income stream.

FAQs
Frequently Asked Questions for Retirement Planning.
- How do I make a claim?
  As your Adviser, you will always contact Citycover in the first instance and we will guide you through the claims process as this can vary from insurer to insurer.
- How long will my savings last?
  It may sound frightening. Fact is, we are all living longer. The sooner you plan for the future the more likely you will be in achieving a comfortable lifestyle. Make sure you are retirement ready.
- What can an Adviser help you with?
  A financial adviser can help you choose the level of cover that best suits you and review any of your existing insurance policies.
- When is the right time to start planning?
  It’s too late when your retired. The early you start planning, the better your retirement income and lifestyle.

Need Help?
Our experienced team is ready to answer any questions you have.
- Over 45 Years of Trust
  Australians have been trusting Citycover with their insurance needs since 1972.
  
  24/7 Emergency Claims Service
  We take the stress away, as we know claims don’t just occur between the hours of 8am to 5pm.
  
  Member of Austbrokers
  Top 250 ASX-listed company, better wordings, better governance and better purchasing power.
- Speak to Us Get a Quote

Need to Claim?
- Our claims process is seamless, market leading and hassle free. You can submit a claim 24/7 online, or alternatively you can phone us during business hours on (07) 3270 1500 or after hours on 0419-710-868. Your dedicated claims specialist will assist you with your claim from start to finish.
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Our Team
The knowledge and experience of Citycover’s amazing team is widely recognised. We are extremely passionate insurance professionals, who love what we do.
- Mark Sandow
  Managing Director
  Stewart Harker
  Director
  Daneille Crawford
  Head of Client Services
  David Kimber
  Senior Insurance Adviser
  Jonathan Hobson
  Senior Insurance Adviser
  Alanna Keleher
  Insurance Adviser
  Jake Nelson
  Insurance Adviser
  Lynette Braddock
  Insurance Adviser
  Paul McGregor
  Insurance Adviser
  Tracy Livesey
  Insurance Adviser
  Liz Walker
  Insurance Adviser (AR 001256865)
  Paul Cotterill
  Insurance Adviser (AR 000442425)
  Gayle Herriman
  Head of Claims Services