Retirees

Retirees

We help our clients to retire with peace of mind and confidence by:

  • structuring a regular income in retirement that is as tax effective as possible;
  • helping you get an accurate picture of how long you can expect your capital to last and making adjustments to spending plans or investment strategies where necessary to make sure you don't outlive your savings;
  • making sure any Centrelink or DVA benefits that you might be entitled to are factored into your financial plan;
  • ensuring you have access to liquid funds to cover holidays, car upgrades and other one-off purchases;
  • working out what investments and product types are most suited to your personal retirement plans; and
  • keeping you abreast of legislative and economic changes that may effect your situation.

Our clients build long term relationships with their adviser which provides continuity right through their retirement.