Retirement is a new beginning. A time to enjoy the leisured lifestyle you've worked for without the stress of money worries.
Or you may want to transition gradually to retirement, balancing part-time work with more time to follow your passions and tick off your bucket list.
It's never too early to start planning for retirement. In the pre-retirement years, we can help you maximise your wealth by topping up your super balance and building a portfolio of investments both inside and outside super to suit your risk profile.
Our service includes advice on the selection of investments including managed funds, direct shares, direct property and managed discretionary accounts.
If you are eligible, we can advise you on obtaining the maximum benefits from Centrelink. We can also act as your nominee with Centrelink to ensure your records and eligibility are correctly maintained.
If you or your partner ever require aged care, we can also help with the transition to assisted living, ensuring your circumstances are presented and managed in the most effective manner.