We believe that you have the greatest opportunity to gain peace of mind and truly benefit from working with a financial planner.

The Fighters have the greatest opportunity to strategize and benefit from working with a financial planner. With retirement on the horizon, planning and placing appropriate steps in place is of up most importance. Whether you are assessing your current financial plan or looking to set one in place a qualified retirement specialist can assist.

At Amega Financial Solutions we guide clients by providing options and forecasting their financial position in the future. We find ourselves increasingly dealing with clients whom are not looking to fully retire, but are looking to reduce their working hours to part time whilst maintaining their lifestyle. The rewarding part for us as financial planners is that we empower our clients to make better informed decisions on when is the right time to make these difficult decisions.

We have assisted and educated many clients achieve more during their later years of employment with strategic advice, which enhances their financial position.

So whatever your position, whether you have a financial plan already in place, or never considered consulting and seeking professional advice, we are confident that we can support and educate you to your desired retirement.

Key areas of advice:

• Transition to Retirement (TTR)
• Estate Planning
• Generational Planning
• Aged Care Solutions
• Centrelink Advice

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