Wealth Managers

As we move through different stages in life we are faced with new challenges, realise different needs and form new goals.

Age

55 + years

Profile

At or close to retirement. Have more of a focus on lifestyle and winding down work or already retired. Achieving replacement of income, protect capital.  Looking for a comfortable lifestyle.

At this stage you may be:

  • Seeking to understand you have enough money no matter what happens
  • Retiring or retired
  • Living on your retirement savings
  • Looking for additional income
  • Saving towards your grandchildren’s education
  • Knowing that I am on track to live my desired lifestyle in retirement

Your needs at this stage may include:

  • Income stream for retirement
  • Estate planning
  • Centrelink
  • Overseas pension
  • Education savings plan
  • Maximising retirement savings
  • Aged care planning

Service Offering:

  • Project Management – Accountant, Solicitor, Estate Planning
  • Lifestyle Funding (Travel, Kids and Holiday Home)
  • Retirement Planning (Redundancy, Annuities, Downsizing, Contribution Strategies)
  • Tax Planning (CGT, Tax Effective Investment)
  • Inheritance
  • Asset Protection
  • Estate Planning
  • Aged Care
  • Philanthropy
  • Education for Grandkids
  • Centrelink/DVA Reviews/Setup/Gifting
  • Commonwealth Seniors Health Care Card
  • Portfolio Review Asset Allocation
  • Commutations vs One-Off Income
  • Different Accounts Taxable Non-Taxable
  • Spare Cash Strategy
  • Product Assessment/Review
  • Funeral Bonds
  • Annuity Options
  • Direct Shares
  • UK/Foreign Pensions
  • SMSF

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