Services

Pre-Retirement

You are preparing for your retirement. Types of Financial Planning advice you may require include:

  • Discussions centring on how to fund your retirement, how much money you need to retire and how much capital you need to meet your income needs in retirement
  • Recommending strategies that can be adopted to meet your retirement objectives (eg. Transition to Retirement, access to home equity to invest into property and/or shares)
  • Walking you through how your superannuation can be invested to achieve your retirement objectives whilst maintaining your investment capital
  • Ensuring you update your Wills and Powers of Attorney if required
  • Revisiting your need for personal insurances whilst ensuring obsolete cover is removed
  • Acting as a conduit between you and your accountant encompassing business sale considerations and sophisticated tax planning advice

Services we provide to assist you with the above:

  • Insurance
  • Superannuation
  • Investments
  • Self-Managed Superannuation Funds
  • Retirement Planning