Services

Retirement Planning

Retirement is all about having enough money to do the things you want to do. You have retired from work…. not life!

We advise clients in pre and post retirement how best to invest their money to maximise their retirement, receive enough income to live on, as well as having capital to travel, upgrade their car, help their children or do whatever else is important.

We help our clients structure their retirement in a tax-effective manner utilising the rules and regulations that are available.

We help clients invest their money to match their risk/return profile, which means they can sleep at night knowing their money is invested to suit them.

We are not aligned or tied to any superannuation product provider or fund manager which means we can recommend the approach best suited to you – which might range from an industry fund, a retail fund, ‘wrap’ account or self-managed super fund – whatever is in your best interest.

We help clients accumulate wealth for retirement, and minimise tax on their super, both as a pension/income stream and when paid as a death benefit.

Did you know that up to 17% of your super might be taxed as a ‘death benefit tax’ on your death? This means your estate/children will get less of your super unless structured properly.