Get the most out of retirement
To get the most out of retirement it helps to be in control of your finances and to ensure you are getting everything you are entitled to receive. Most of us aren’t financial experts, so it pays to have someone that can help you and provide some guidance.
That’s why we provide Retirement Advice. We offer friendly help, guidance and advice on topics such as:
- Entitlements Consultations where we provide tips and tricks to maximise your Centrelink entitlements.
- Restructuring your assets
- Transferring assets between partners
- Debt repayment
- Investment Advice
- Retirement spending guidance
- Advice on starting a superannuation income stream
- Downsizing advice
- Contributing to super even when you have retired
- Helping you plan for retirement if you haven’t reached that milestone
We will conduct an initial one hour consultation with you. During this consultation we will:
- Assess your situation, your needs and your goals and
- Suggest areas where we think you can improve your situation
- Optional follow up sessions can then be arranged if you want further assistance.