In retirement?

You have worked hard all of your life, now it’s time to sit back, relax, explore the world, start a new hobby and spend time with your grandchildren. During retirement, you don’t want to be concerned about the financial markets, or worried about the impact of foreign economies, such as China or the United States, on your retirement funds and retirement income stream.

Above all, the last thing you need on your mind are those daunting questions like;

  • Do I have enough money to maintain my present lifestyle?

  • Is my retirement money working hard for me?

  • Will my retirement savings be enough or will my money run out?

  • Will I be able to fund medical essentials in retirement?


Goals for this category commonly include:


  • Capital preservation

  • Regular and reliable income

  • Maintaining lifestyle during retirement

  • Regular travel – overseas and domestic

  • Understanding aged care and review alternatives

  • Ensuring government entitlements, such as Centrelink benefits, are identified and accessed.

  • Estate planning and transfer of assets

Independently operated, Superannuation, Investments, SMSF, Super, wealth, property, business, cashflow, management, money, buy, selling, goals, buying, wealth creation, Estate, Centrelink, business, finance, FPA, AFA, Tax, tax effective, annunity, annunities, Life insurance, Trauma, insurance, TPD, Income Protection, Wills, investor, Private wealth, retire, Shares, cash, Wholesale Unit Trusts, Superannuation Wrap Funds, Self-Managed Superannuation Funds, Income producing Investments, Life & Income Replacement Insurance, Centrelink Advice, Retirement Planning, Ethical & Sustainable Investments, Agribusiness Investments, Infrastructure Investments, Tax Effective Investments, Negative Gearing, Direct Shares/Equities, stocks, International Investments, Salary Sacrifice, Finance Services, Housing Loans, Lo Doc Loans, Business Loans, Commercial Loans, Equipment Finance, Taxation Services Include, Personal Tax Returns, Company Tax Returns, Preparation of Business Financials