Do you know how much capital you need to retire on? Do you have a timeframe and a capital target that you are working towards? Do you know the proper Superannuation strategies and pensions to utilise at different ages, and stages of life? If you haven’t given these any consideration, then what are you waiting for. We have extensive experience with Transition to Retirement Strategies, and structures that have assisted clients to save tax, and build wealth more rapidly.

We have worked with Centrelink over the years to gain greater understanding of their processes, rules, and assessment guidelines, and have assisted many people to maximise Centrelink benefits and in doing so, preserve capital longer.

planning-paper-finance