Retirees

Are you planning to just get by or are you planning to live your retirement life? Many worry about running out of money. Starting your retirement planning sooner rather than later can make a difference. You’ve worked hard to enjoy your retirement – partner with us to make sure you make the most of it!

Superannuation

  • What are my lump sum versus pension options?
  • Am I in the right Superannuation Fund?
  • Is my current superannuation costly considering the advice I receive?
  • What Super Fund Investment Options are available to me?
  • Is a Self Managed Super Fund right for me?

Retirement Planning

  • How much will I need for a comfortable retirement?
  • Do I have enough to achieve a comfortable retirement?
  • What are my options if I want to work part time during retirement?
  • Do I have the right balance between assets inside and outside Super?

Legislative/Government Changes

  • Can I gain access to a Government Aged Pension?
  • How can changes at Centrelink benefit me?
  • How can Superannuation Legislation Changes benefit me?

Estate Planning

  • Do I have an appropriate Will in place?
  • How do I distribute my estate fairly to family and other beneficiaries?
  • What are the benefits of having a Power of Attorney?
  • We can start the conversation for you to continue with your Solicitor.

Accounting Services and Mortgages*

  • If you have a very basic accounting setup to a complex structure involving various trusts, our trusted Accounting Partners will be able to assist you.
  • Perhaps you are no longer looking to take on a new mortgage however your children or grandchildren may be looking for help in this area.  We are happy to refer them to our preferred Mortgage partner to see if they can be of assistance.
  • *Referral arrangements are independent of Financial Services Partners.