Retirement is a critical turning point in life and requires careful planning to ensure a secure financial future.

Purpose

For those seeking the advice of an Accredited Financial Planner who is up-to-date with current super legislation and can help with the following issues:

• Various super pension options in retirement
• Understanding Centrelink entitlements and making an application
• Previous advice "too technical" and difficult to understand

Why should I consider this service?

This service is to assist those requiring advice in the following areas:

• Maximising tax-effectiveness of retirement income
• Qualifying for Centrelink entitlements
• Establishing and investing via a Self-Managed Super Fund
• Superannuation "Reasonable Benefit Limit" planning

Services Available

• Retirement Plan

For further information, please contact us.