Retirement
Needless to say, as Financial Advisers, helping others build the perfect retirement plan is a rewarding endeavour. When done right, you can’t help but feel immensely satisfied all your hard work and planning was justified.
But the sad truth – we see too many Australians retire to a never-ending battle with Centrelink, working past retirement age and living anxiously about financial hardship.
Our goal is to set you on a path to achieving life goals and financial security come retirement. One that ensures your family’s economic well-being as you transition from work to retirement life as seamlessly and well-prepared as possible.
Enter retirement confidentially, comfortably, and enjoying the finer things in life. All while getting the full benefits you’re entitled to.
Why we are different
“We can deal with Centrelink directly on the client’s behalf, including preparing & managing the application side of things.”
What our clients say
“They have a great way of taking complicated documents and explaining them in a relevant and easily understandable way to someone who has no experience. We were also thoroughly impressed with their empathy and work ethic to ensuring we understood everything and didn’t feel rushed in any decisions we made.”
Plan to retire on your terms
We understand that planning for retirement can be a little overwhelming, but it doesn’t have to be. With the proper financial advice and a personalised approach, planning for retirement can be a simple and rewarding process.
Retire early, relocate to your dream beachside town, or spend your vintage years travelling. These are just some goals the right advice and retirement plan can help you achieve.
We will work with you to help you understand your options, make informed decisions, and ensure you’re on track to achieve your retirement goals. From there, we’ll create a customised retirement plan tailored to your unique needs and objectives. Have financial security and peace of mind knowing your vintage years will be some of your best.
Standard Service Includes:
- Statement of Advice
- Investment profiling
- Contribution cap assessment
- Pension, allowance and concession card assessment
- Strategy comparisons & recommendations
- Australian product recommendations & comparisons
- Cash flow considerations
- Application management
- Centrelink liaison
- Portfolio management
- Professional Financial Adviser consultations
Service Solutions:
- Personal retirement plan
- Account-based pension (Allocated pension)
- Superannuation
- Annuities
- Defined benefit
- Family Trusts
- Self-managed super fund (SMSF)
- Lifetime asset & cash flow projections.
- Age Pension
- Commonwealth Seniors Health Card
- Wealth management