We’re interested in getting the best solution for you as you seek to obtain your current and long-term financial goals.
The starting point of a sound investment strategy is to assess where you are now, where you want to be and how you plan to achieve your goal.
Our approach is to focus on developing the right strategy first. This will include a gap analysis, so that the gap between where you are now and where you want to be is understood, and a plan to bridge that gap can be formed.
In the same nature, retirement planning is another aspect of building up wealth. Building up adequate financial assets whilst raising a family, paying down the mortgage and achieving your lifestyle goals can be a challenge. Careful planning and discipline are integral to success.
There are many things to consider when planning for retirement. Questions whether superannuation, which can’t be accessed till retirement, is preferable to other forms of investment; what is the most tax effective way to manage leave entitlements; will you be entitled to receive the government Aged Pension or other benefits; and, will you be liable for tax during retirement.
We are here to answer your questions and assist you in maximising the outcomes so that you can enjoy your retirement without worry.
Planning for the future
While planning what happens when we pass away is not often talked about, it is an important part of keeping your financial affairs in order.
Preparation of a clear and effective will is vital, yet we never cease to be surprised by the number of people who do not have a valid will in place. If you die without a will, the cost and inconvenience to your family is substantial.
So why not start the conversation now? We will guide you through the process of ensuring that an effective will, that meets your desires and wishes are able to be fulfilled. Your family should have peace of mind knowing that if the unexpected should happen, your financial affairs are in order.