Enjoying retirement
At this time in your life you want to know you are going to have the finances to support your adventures and perhaps even leave a legacy so you can share your wealth now and in the future with those that you love.
Ensuring that you are maximising your investment opportunities without taking undue risk is paramount.
We have helped hundreds of clients plan & achieve their retirement dreams.
We can help you to:
- Identify how long your money will last by looking at your income and assets and how they are structured,
- Ensure your retirement savings are not unduly hampered by fees, taxes & poor returns
- Identify whether your finances are structured effectively to maximise government benefits
- Look at ways to minimise any tax you pay in retirement
- Recommend superannuation income stream strategies including annuities and pensions
- Provide estate planning recommendations so your money will ultimately go to the right people at the right time
- Advise on aged care financial strategies including financial structures to maximise government benefits and estate planning considerations