Assess all options available to you

Your retirement funding can come from many sources in addition to your superannuation nest egg. Our role is to look at what is available to you in retirement and what level of income it will provide you on a weekly basis. Once we understand this and what your goals are for your weekly income, we will put together a comprehensive plan to fund your retirement years.

Maximise the benefits of a tax free income
We are able to structure retirement for many clients in a manner that they will not have to pay tax on the earnings of their funds or on the income they draw to meet everyday expenses. By managing your financial affairs in a such a manner, you are able to enjoy your full spending potential.

Maximise any Centrelink benefits
Centrelink benefits come in various forms; from fortnightly income payments to concessions on payments of pharmaceutical needs or utilities such as rates on your home. We always strive to obtain the maximum benefits from Centrelink for now and for the future.

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If you have further questions, please give us a call or use the enquiry box to send us an email.