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!