For a while now you have probably been busy looking after others, now is the time to start looking after yourself. If you’re approaching retirement, now is a good time to seek advice – so you can plan to spend your retirement doing all the things you want to. Together we will build a retirement plan that works best for you taking advantage of the latest changes and developments in legislation and taxation considerations. The right advice now can make a big difference to the quality of your retirement life.

• Do I have the right balance between assets inside and outside Super?
• Is my money really working tax effectively for me?
• I need help managing my cash flow.

• How can salary sacrificing help me?
  I have heard about a transition to retirement strategy, can this help me?
• We Believe in living the dream…
• Is my current superannuation costly considering the advice I receive?
• Can I use my super fund to invest in Shares?
• Is a Self Managed Super Fund right for me?

• How much will I need for a comfortable retirement?                        
• Am I on track to achieve a comfortable retirement?
• What is the financial impact of me suffering a major illness?
• What are my options if I want to work part time during retirement?
• Can I gain access to a Government Aged Pension?
• How can changes at Centrelink benefit me?
• How can Superannuation Legislation Changes benefit me?

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