Wealth Accumulation
It is never too early to start saving towards your goal. We will work with you to help you understand how to improve your current situation and position by managing your debt, setting up a savings/investment plan, borrowing to invest in a portfolio of shares or an investment property, contributing to superannuation and etc.
As situations change, be it buying a new house, planning a major holiday, changing jobs or starting a family, we are here to guide you every step of the way to ensure you are aware of the impact on your financial situation and future plans.
Retirement Planning
Retiring soon or considering retirement in the next couple of months or year? Unsure around the best time to retire? Want to find out about your superannuation options such as access to benefits or even a transition to retirement pension option? Want to maximise your Centrelink benefits in retirement?
Our retirement planning sessions help you understand and explore the various options available to you. You’ll benefit by finding out whether or not you are on track for a comfortable retirement and how best to improve your financial situation by making the right decisions.
Naturally, if you have a defined benefit scheme, we will ensure that you maximise your final benefit entitlements in the process. Our advice sessions include assistance and guidance with any paperwork and claim forms involved in the process.
Redundancy Advice
Are you in a position to accept the redundancy offer? How will this impact your financial situation going forward? How best to utilise your severance payment and redundancy payout?
We assist individuals going through this process by ensuring that you are fully aware of your options (especially in the case of defined benefit schemes) and projecting your finances to give you a bit more clarity around your future financial position and to ensure you are still on track for financial security.
SMSF Advice
We can also offer advice relating to the viability of SMSF set up, investments, and more. Contact us today to learn more or read about our SMSF services here.
