Services

Retirement

You are retired and enjoying all the things a good retirement income can afford you including travel, hobbies and quality family time. Types of Financial Planning advice you may require include:

  • Discussing how to maintain your income throughout your retirement years to ensure your quality of retirement is maintained
  • Revisiting your investment objectives and what rate of returns are required to maintain your quality of retirement
  • Keeping you abreast of legislative changes which may impact on your existing strategies in retirement
  • Discussing how you can help your children financially without impacting your retirement
  • Investing any inheritance proceeds to compliment your retirement income or stockpile for future generations
  • Ensuring your residual assets are passed to intended beneficiaries in the event of your death
  • Walking you through the Aged Care system and how to fund your placement if required

Services we provide to assist you with the above:

  • Superannuation
  • Investments
  • Self-Managed Superannuation Funds
  • Aged Care