Advice for Pre-Retirees & Retirees

So many strategies and ever-changing legislation can take the gloss off of what retirement really is; the start of the rest of your life.

Retirement planning is our speciality. We work closely with our clients in the lead up to retirement and devise strategies to ensure the maximum possible income and entitlements are achieved from all sources. With significant Centrelink experience, our advisers will ensure you’re not alone in navigating this daunting course!

Self Managed Superannuation Funds (SMSF)

Self Managed Super Funds (SMSFs) are an increasingly popular option for those who want greater flexibility or control over their retirement savings. For those with larger superannuation balances, establishing a SMSF is one of the many options available.

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Preparing for Retirement

Your retirement should be an amazing time, with so many new adventures awaiting. Don’t let the financial aspects get in the way of this! For many, superannuation is the largest financial asset they have, and structuring it correctly for the provision of retirement income is complex.

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Estate Planning

We all know of someone who has been involved in a messy estate. Whether its because of no Will, or disgruntled family members, poor or no estate planning can result in an expensive, timely and traumatic experience for all involved.

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Shares & Listed Investments

Through our long term relationship with Morgans Financial, we can provide access to shares and other ASX-listed investments.

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Portfolio Management & Review

Diversification is important, but often due to the administrative nightmare of managing a number of investments, investors limit the quantity. Let our advisers devise a portfolio management strategy that can ensure adequate diversification and risk minimisation.

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Pensions & Allowances

Obtaining and maintaining Centrelink entitlements has never been more difficult. Complex paperwork, a myriad of rules and regulations, and the practicalities of dealing with Centrelink can make this process onerous.

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Retirement FAQ’s