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Retirement & Succession Planning

Would you like to reduce your working hours or stop working completely?

Do you have enough money to retire now?

As Chartered Accountants specialising in retirement planning our first step is to understand your needs and goals. From there we work with you to develop the strategies and actions required to provide for a financially secure retirement.
 
We achieve this by:
  • Centrelink planning
  • Long term tax minimisation
  • A complete assessment of your investments and insurances
  • Investments that align with your risk appetite
  • Superannuation structures and strategies
  • Transition to retirement pensions
  • Considering strategies that will provide for a long retirement
  • Reviewing wills, power of attorney and superannuation death benefit nominations

Take the first step today to find out what options might be available to you. No obligation, the first conversation is always free.

We look forward to meeting you!

Get In Contact

We look forward to seeing you, please visit us anytime. Find the closest office to you.

Yarrawonga Office
Yarrawonga Wealth Management
Numurkah Office
Myrtleford Office
Bright Office

Yarrawonga Office

50 Belmore St Yarrawonga
PO Box 200 Yarrawonga
VIC 3730

Phone: 03 5744 1221
Fax: 03 5744 2553
Email: belmore@belmores.com.au
Request an appointment

Yarrawonga Wealth Management

70 Belmore St Yarrawonga
PO Box 49 Yarrawonga VIC 3730

Phone: 03 5744 1221
Fax: 03 5744 2553
Email: BWM@belmores.com.au  
Request an appointment

Numurkah Office

134 Melville Street, Numurkah VIC 3636

Phone: 03 5862 1411
Fax: 03 5862 2075
Email: belmoresnumurkah@belmores.com.au  
Request an appointment

Myrtleford Office

1-7 Albert St, Myrtleford VIC 3737
Australia
PO Box 246

Tel 03 5752 2288
Fax 03 5752 2660
Email: belmoresmfdbright@belmores.com.au  
Request an appointment

Bright Office

3 Ireland St, Bright VIC 3741, Australia
PO Box 71
(The old post office building)

Tel 03 5755 1327
Fax 03 5755 1875
Email: belmoresmfdbright@belmores.com.au  
Request an appointment